Aaron Wealth Advisors

Wealth Management Firm in Chicago, IL

Firm Info
Address: 515 N State St Suite 1770, Chicago, IL 60654, USA
Phone: (312) 506-5780

Firm Size
Assets Under Management: $1.1 billion
# of Advisors: 7
# of Clients: 663
Client to Advisor Ratio: 95:1
Average Account Size: $1.6 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Aaron Wealth Advisors Overview

Aaron Wealth Advisors is a fee-based investment advisory firm based in Chicago, Illinois. Founded in 2018, the firm provides investment advice only, making it a type of registered investment advisory firm. The firm's fee arrangement is fee-based, reflecting its commitment to transparent services that are tailored to its clients' specific investment needs. The firm focuses on providing portfolio management services to both individuals and small businesses as well as businesses or institutional clients. One of its core services is to help clients manage their investment portfolios, providing advice on investment strategies, picking the right investments and monitoring them over time. Additionally, the firm can help clients select other advisors to create a comprehensive and customized investment plan. Apart from portfolio management services, Aaron Wealth Advisors offers additional financial consulting services. This includes a range of services that provide financial guidance to clients on various aspects of their financial lives, such as savings and budgeting, retirement planning, and estate planning. This allows Aaron Wealth Advisors to provide clients with a complete financial solution that can address every aspect of their financial needs.

AARON WEALTH ADVISORS is a financial firm that caters to a diverse group of clients. From individuals seeking to grow their wealth to high net worth individuals looking for sophisticated strategies, AARON WEALTH ADVISORS offers tailored services to meet various needs. Pension and profit sharing plans, as well as charitable organizations, also benefit from the firm's expertise. Moreover, the firm welcomes clients from other corporation types not listed here. With a deep understanding of the financial market and an in-depth knowledge of its clients' goals, AARON WEALTH ADVISORS is well-equipped to provide professional and personalized services across various industries and sectors. AARON WEALTH ADVISORS understands that clients' financial situations and needs are unique, which is why the firm offers multiple fee structures. Depending on the service provided, clients can choose from either a percentage of assets under management (AUM) or fixed fees. Clients who opt for a percentage of AUM fee structure pay based on the amount of assets that the firm manages for them. This percentage varies depending on the service level and assets under management. On the other hand, clients can pay a fixed fee for specific services rendered, such as financial planning or investment management. Whatever fee structure they choose, clients of AARON WEALTH ADVISORS can be assured that the firm provides excellent value, professionalism, and transparency.

Typical Clients, Fee Structures & Investment Minimum

requirement for certain clients or types of accounts. According to their Part 2 Brochure, Aaron Wealth Advisors requires a minimum of $10,000,000 to open and maintain an advisory account. However, they may waive this minimum account size requirement for certain clients or types of accounts at their discretion.

How This Office Can Help Chicago, IL Residents

Aaron Wealth Advisors is a financial advisory firm based in Chicago, IL, that helps clients achieve their financial goals through a comprehensive approach that encompasses investment management, retirement planning, and risk management. For starters, they offer personalized investment management strategies that cater to their clients' risk tolerance, time horizons, and financial goals. They also execute these strategies by investing in a diversified portfolio of stocks, bonds, and other assets, which helps reduce the risk of loss and increase the chances of long-term success. Suppose you live in Chicago, IL, and are facing challenging financial situations like planning for retirement, managing your investments, or safeguarding your assets against risks. In that case, Aaron Wealth Advisors can help you navigate these situations and achieve financial security. For example, if you're nearing retirement, they can work with you to develop a retirement plan that factors in your lifestyle goals, financial assets, and future expenses, so you can retire with peace of mind. Additionally, they can also help you manage risks like market volatility, inflation, and unexpected expenses by offering strategies that can limit your exposure to these risks, helping you protect your assets and maintain financial stability.

To view the Minimum Investment and Fee Schedule for Aaron Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Aaron Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Aaron Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 515 N State St Suite 1770, Chicago, IL 60654, USA
Phone (312) 506-5780
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
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Other Office Locations

This firm has no other locations.

State Registrations

Aaron Wealth Advisors is registered to service clients in the following states:

  • Arizona
  • California
  • Illinois
  • Indiana
  • Texas

Disciplinary History

Aaron Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.