A complete list of active advisors currently associated with Aurora Private Wealth, INC.
Warmer can help you find a great advisor at Aurora Private Wealth, INC. or one who fits your needs even better.
Aurora Private Wealth, Inc. is an SEC‑registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and charitable organizations. The firm provides financial planning, consulting and both discretionary and non‑discretionary investment management across approximately $374 million in assets through a team of 18 advisors. Aurora delivers advice through a network of investment adviser representatives (IARs) who operate under the firm’s supervision but may market under their own dba names; IARs develop individualized investment policies and implement strategies via individual portfolios, firm‑designed model portfolios, and by selecting independent managers. The firm uses third‑party platforms such as Envestnet and SEI and discloses that its strategies can include strategic and tactical asset allocation, options and other derivatives, structured products, and the use of margin when appropriate and suitable for the client. Noteworthy features include an affiliated broker‑dealer (APW Capital) and an affiliated insurance agency, common control with another registered adviser (Comprehensive Capital Management), and Aurora’s sponsorship of an in‑house wrap fee program while also participating in unaffiliated wrap programs. These affiliations, platform fee arrangements, and the firm’s use of borrowing and derivatives in managed accounts are explicitly disclosed in the brochure and create potential conflicts of interest that Aurora says it addresses through supervision, disclosure and its Code of Ethics; operating from multiple offices is another operational characteristic that distinguishes its structure from many peers.
To learn more about the advisors currently working at Aurora Private Wealth, INC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Aurora Private Wealth, INC.'s office locations.
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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.
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