Verified 10 Nov 2026
Aaron Wealth Advisors
Aaron Wealth Advisors is an independent, advisor-owned multi-family office based in Chicago, with further offices in Newport Beach, California and Carmel, Indiana. It runs a shared family office structure, building client portfolios across public securities, alternative investments and private deals alongside estate and tax planning. Its Form ADV filed on 1 October 2026 reported $4.3 billion in regulatory assets for 115 clients.
- Type
- Multi-family office
- Location
- Chicago, Illinois, United States
- Sectors
- Public equities, Private funds, Fixed income
- Fund size / AUM
- $4.3B regulatory AUM (Form ADV, filed 2026-10-01)
- Latest fund or filing
- 1 Oct 2026
- Website
- www.aaronwealth.com
Contacts on file
For Aaron Wealth Advisors, the paid file holds: 3 named decision-makers with roles; LinkedIn page.
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Sources
- adviserinfo.sec.gov/firm/summary/298079
- reports.adviserinfo.sec.gov/reports/ADV/298079/PDF/298079.pdf
- aaronwealth.com/
- aaronwealth.com/firm/
- www.aaronwealth.com/
- aaronwealth.com/services/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 9 lists
Family offices in Chicago and Illinois (17)Family offices in the Midwest (44)US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)