Aulestia Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aulestia Wealth Management provides portfolio management, family office consulting, and pension consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations. The firm prepares customized Investment Policy Statements and delivers ongoing monitoring and consolidated reporting of both assets under management and assets held away.
The firm’s investment process blends fundamental and technical analysis with modern portfolio theory and implements long‑term trading strategies, typically using ETFs alongside mutual funds, fixed income, real estate funds, annuities, and select private investments. Risk tolerance and account guidelines are documented in each client’s Investment Policy Statement, and the firm generally manages accounts on a discretionary basis consistent with client objectives.
Several features disclosed in the brochure are less common among peers: the firm’s principal is licensed to sell fixed indexed annuities through independent marketing organizations and receives commissions and related economic benefits, and the firm offers formal pension consulting services for employer retirement plans. The firm also organizes and advises special‑purpose vehicles for private investments (entitling the organizer to carried interest), provides family office consolidation of AUA/AUM, and discloses these outside activities and potential conflicts in client files.
Client services
Expertise
Fee options
Fixed annual fees for family office consulting services negotiated case-by-case
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001+: Negotiable
Up to $400/hour for family office consulting services
Main office
780 Fifth Avenue South, Suite 200
Naples FL 34102
Advisors at this office
1
Most active in
Florida · Maryland
Also doing business as
Aulestia Ventures · Aulestia Wealth Management, Inc.
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.
Forms ADV
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