Midland, TX Office
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Cerity partners LLC
Enterprise
Firm-wide stats for Cerity partners LLC
Clients per advisor
32 Very LowAvg AUM per client
$4,574,620 Very HighHNW client ratio
58% Very HighAbout
Cerity Partners advises a broad client base — individuals (including high‑net‑worth and ultra‑high‑net‑worth clients), families, trusts, estates, business entities and their employees, charitable institutions, foundations, endowments, private funds, pooled investment vehicles and other institutional investors — and, as of December 31, 2025, reported advising approximately $166.2 billion in client assets. The firm provides customized wealth management services including discretionary and non‑discretionary investment management, financial planning, retirement plan consulting, tax services and insurance placement (some of which are provided through affiliates).
The firm’s investment framework centers on client‑specific Investment Profiles and asset allocation, combining proprietary quantitative screening, manager selection and periodic rebalancing with both third‑party strategies and direct security selection where appropriate. For Qualified Clients it also structures access to alternative and private market solutions — including PMAI, a PDI Program with SPV series under PMOF, and co‑investment vehicles — while offering OCIO services and periodic use of performance‑based fee arrangements.
Compared with many large peers, Cerity Partners explicitly serves investment company clients and operates a suite of affiliated businesses (for example, a private markets platform and SPV structure, a venture unit, a state‑registered insurance agency, an affiliated broker‑dealer and a tax services affiliate), which expand in‑house service options but create additional conflicts that the firm discloses (including fee‑sharing arrangements with third parties such as BlueArc and a strategic equity and referral relationship with Nasdaq Private Market). These affiliated offerings can result in access to customized private investments and co‑investment allocations not commonly available from other enterprise advisers, and the firm’s brochure highlights related allocation, valuation and revenue‑sharing governance and disclosure practices for prospective clients to review.
Based on Cerity partners LLC
Location
3100 North A Street, Suite B125
Midland TX 79705
Advisors at this office
3
Advisors at this office
Laurie B
CFP®
Midland, TX
Cerity partners LLC
Laurie Belew is a CFP® professional with 16 years of industry experience, currently advising at Cerity Partners LLC since 2022. Prior to Cerity Partners, she spent 16 years at FJY Financial. Laurie is involved with family-run businesses focused on farming, oil royalties, and investments, where she serves in a secretarial role and assists with administrative tasks. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets. The firm provides customized wealth management services using client-specific investment profiles and combines quantitative screening with direct security selection and alternative market solutions.
Aaron C
CFP®, Series 63, Series 66
Midland, TX
Cerity partners LLC
Aaron Curry is a CFP® professional with 12 years of industry experience. He currently works at Cerity Partners LLC and has held prior positions at Private Wealth Asset Management, Peoples Bank, The Huntington Investment Company, Citizens Bank, and KEYBANK. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions for qualified clients.
Grace D
CFP®
Midland, TX
Cerity partners LLC
Grace Dewees is a CFP® professional with experience at Cerity Partners LLC since 2023. She has held prior roles in various service and resource organizations, including Amba and Disability Resource Inc. Grace also has experience in the hospitality industry with Texas Roadhouse and Torchy's Tacos. Cerity Partners advises a wide range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary investment screening with third-party strategies and direct security selection, providing access to alternative and private market solutions along with affiliated business offerings.
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