Aeternitas Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aeternitas Investment Management provides discretionary and non‑discretionary investment management to individuals, families, trusts, businesses, and charitable organizations. Services are delivered on a fee‑only basis and are memorialized in individualized Investment Management Agreements.
The firm pursues a systematic, technical trend‑following approach that uses price action and short, medium, and long‑term moving averages to guide market timing and security selection, supplemented by fundamental and global macro analysis. Portfolios can be relatively concentrated and may include individual equities and a broad set of exchange‑traded funds across sectors, commodities, currencies, and fixed income, with formal risk‑management rules.
A distinctive feature is that the firm’s principal also operates a separate law practice providing estate planning, trusts, and business law services, and the brochure notes an expected but non‑mandatory client crossover between the two businesses. The adviser is a recently founded, sole‑owned firm currently seeking SEC registration and, with roughly 66 client relationships and about $172 million in assets under management, appears to focus on a relatively small, concentrated client base rather than a broad retail population.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $100,000 Fee-only: Fee-only investment management based on assets under management, no commissions
Main office
85 S. Main St, Suite 203
Yardley PA 19067
Advisors at this office
2
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Joseph W
Series 65
Yardley, PA
Aeternitas Investment Management, LLC
Joseph Weidenburner is a financial advisor at Aeternitas Investment Management, LLC with 13 years of industry experience. He holds a Series 65 credential and previously served as COO and CIO at Apex Financial Advisors, Inc. In addition to his advisory role, he is the managing member and sole attorney of Weidenburner Legacy Law, PLLC, an estate planning law practice. Aeternitas Investment Management offers discretionary and non-discretionary investment management to individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic, technical trend-following approach supplemented by fundamental and macro analysis, with portfolios that may include equities and a broad range of exchange-traded funds subject to formal risk management.
Christine A
Series 66
Yardley, PA
Aeternitas Investment Management, LLC
Christine Ahearn is a financial advisor at Aeternitas Investment Management, LLC with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Apex Financial Advisors, Merrill, and Wells Fargo Clearing. Aeternitas Investment Management provides discretionary and non-discretionary investment management to individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic, technical trend-following approach supplemented by fundamental and global macro analysis, managing concentrated portfolios that may include equities and a wide range of exchange-traded funds with formal risk-management rules.
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