Totowa, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Aurora Private Wealth, Inc.
Team
Firm-wide stats for Aurora Private Wealth, Inc.
About
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.
Based on Aurora Private Wealth, Inc.
Expertise
Based on Aurora Private Wealth, Inc.
Location
999 Riverview Drive, Suite 201
Totowa NJ 07512
Advisors at this office
4
Advisors at this office
Scott W
Series 63, Series 65
Totowa, NJ
Aurora Private Wealth, Inc.
Scott Wallach is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Aurora Private Wealth and its affiliated firm APW Capital since 2017 and previously spent a year at Wells Fargo Clearing. Outside of finance, Wallach is involved in music production on a limited basis. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as trusts, estates, pension plans, and charitable organizations. The firm offers financial planning and investment management through a team of advisors using personalized strategies, model portfolios, and third-party platforms.
Glad P
Series 66
Totowa, NJ
Aurora Private Wealth, Inc.
Glad Perez is a financial advisor at Aurora Private Wealth, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Indigo Wealth Management, APW Capital, and LPL Financial. Outside of his advisory work, Perez owns Glad Reiki Healing, LLC, which offers therapeutic touch services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and investment management through a team of advisors, using both firm-designed and independent manager models across various asset classes.
John C
Series 63, Series 66
Totowa, NJ
Aurora Private Wealth, Inc.
John Chapel is a financial advisor at Aurora Private Wealth, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Insight Private Advisors. Chapel has been with Aurora Private Wealth Management and APW Capital since 2019. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management services through a team-based approach, managing approximately $374 million in assets.
Edward R
Series 63, Series 65
Totowa, NJ
Aurora Private Wealth, Inc.
Edward Reaven is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Artisan Advisors, Fcci Consulting, The Mutual Fund Store, and others. Outside of advising, he sells collectibles online on weekends. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors, utilizing individualized policies, model portfolios, and third-party platforms.
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