Newport Beach, CA Office

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.