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Verified 10 Nov 2026

Aurelius Family Office, LLC

Aurelius Family Office, LLC is a fiduciary financial advisory firm working from a main office in Bedford, New Hampshire, with further meeting locations in Maine, Virginia and Tennessee. It offers wealth management plus tax, retirement and transition planning, with a stated specialty in generational wealth. Its Form ADV filed on 14 October 2026 reported $315 million in regulatory assets for 84 high-net-worth clients.

Type
Multi-family office
Location
Bedford, New Hampshire, United States
Sectors
Private funds
Fund size / AUM
$315M regulatory AUM (Form ADV, filed 2026-10-14)
Latest fund or filing
14 Oct 2026

Contacts on file

For Aurelius Family Office, LLC, the paid file holds: 2 named decision-makers with roles; firm contact email.

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Sources

Last checked 10 Nov 2026. Is something wrong? Tell us.

Appears in 6 lists