Auriex Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Auriex Wealth Advisors LLC provides investment management and financial planning to individuals and high‑net‑worth clients and also serves employer plan sponsors with retirement plan services. Its offerings include discretionary portfolio management across equities, fixed income, mutual funds, ETFs, and written financial plans delivered on either an ongoing or project basis.
The firm operates as a fee‑only adviser and generally constructs portfolios using asset allocation and modern portfolio principles, employing a mix of passive and active strategies as appropriate to client goals and risk tolerance. It works with clients through personalized discussions to set objectives, risk profiles, and tax or estate considerations, and typically recommends an independent custodian for trade execution and custody.
Compared with many peers, the firm’s brochure discloses two uncommon features: the principal is licensed and active as a real estate agent affiliated with a broker and also operates a separate tax/bookkeeping business, and the firm provides ERISA retirement‑plan management and will act as a 3(38) investment manager for plan sponsors. The firm is newly formed and currently reports no assets under management; its outside business activities are disclosed and described as optional for clients.
Client services
Expertise
Fee options
Project-Based Financial Planning: $500 - $6,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Ongoing Financial Planning: $200 - $500 per month
Account minimum: $7,000 Fee-only: Financial Planning: Initial fee $1 - $2,000; Ongoing Financial Planning $200 - $500 per month; Project-Based Financial Planning $500 - $6,000 fixed fee
Main office
New York NY
Advisors at this office
1
Most active in
New York · Texas
Also doing business as
Auriex Wealth · Auriex Wealth Advisors 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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)