Aaron Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,278,804,064
Clients
127
Advisors
10
across 2 offices
About
Aaron Wealth Advisors serves high-net-worth and institutional-type clients — including business owners, entrepreneurs, multi-generational families, family offices and other sophisticated individuals — and provides discretionary and non-discretionary portfolio management as well as standalone financial consulting engagements. The firm operates as an investment adviser that tailors portfolio advice to client objectives and may advise on a wide range of investments, including mutual funds, ETFs, structured products, real estate and limited partnerships.
The firm emphasizes discretionary portfolio management and uses an outsourced platform relationship (Dynasty and its TAMP) to access third-party managers, trading infrastructure, and administration while retaining the client advisory relationship. Aaron Wealth also offers option overlay strategies (Collateral Yield Enhancement, Put Writing and Call Writing) and discloses that notional exposure from option writing is included in its regulatory assets under management.
Distinctive features include an affiliated insurance advisory entity that works with insurance brokers and agents on client insurance needs and a client mix that can include insurance-related relationships, an arrangement that is less common among multi-team peers. The firm manages several billion in client assets with a relatively small advisor team and positions financial planning primarily as negotiated, standalone consulting engagements rather than as broad-based ongoing planning services.
Client services
Expertise
Occupation focus
Fee options
Financial consulting services generally charged as a fixed fee; minimum $50,000, negotiated case-by-case
$0 - No specific tiers disclosed: Annual fee will not exceed 1.25%, negotiable based on asset size and complexity
Account minimum: $10,000,000 Minimum fee: $50,000 minimum annual fee to open and maintain an advisory account; may be waived at firm's discretion
Main office
See office515 N. State St., Suite 1770
Chicago IL 60654
Advisors at this office
9
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · New York · Texas
Also doing business as
Aaron Wealth Advisors · Aaron Wealth Advisors LLC · Plymouth Rock · Plymouth Rock Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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