Auri Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Auri provides investment advisory services primarily to individual investors and small- to medium-sized businesses, offering both discretionary and non‑discretionary portfolio management. The firm bills clients through both percentage‑of‑AUM arrangements and a flat membership model for lower‑balance accounts, and conducts automated contributions, rebalancing, and ongoing monitoring while assets remain with qualified custodians.
The firm’s investment approach emphasizes long‑term, passive strategic asset allocation guided by a suitability onboarding questionnaire, regular rebalancing, and adjustments for major life events. Auri also incorporates client education into its service model — providing group workshops and seminars and supplementing those programs with digital tools and one‑on‑one advisory support.
What is distinctive for a firm categorized as an investment manager is Auri’s clear focus on retail and small‑business clients.
Client services
Expertise
Fee options
$99.99 per month for accounts up to $50,000; optional prepaid 6-month membership at $499
$50,000+: up to 1.5% annually
$99.99 per month membership fee for clients with assets up to $50,000; optional prepaid 6-month membership at $499
Main office
Northlake TX
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Auri · Auri Holdings, Inc. · Auri Wealth Advisors
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.
Forms ADV
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