Overview
- Headquarters
- Chicago, IL
- Total Firm Assets
- $4.3 billion
- Average High-Net-Worth Client Portfolio Size
- $28.5 million
- Stated Minimum Account Size
- $10,000,000
Fee Disclosure
Source: AARON WEALTH ADVISORS LLC ADV PART 2A (2026-09-15) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 1.25% |
Stated Minimum Annual Fee: $50,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $125,000 | 1.25% |
| $50 million | $625,000 | 1.25% |
| $100 million | $1,250,000 | 1.25% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 76.37%
- Number of High-Net-Worth Clients
- 115
- Total Client Accounts
- 1,672
- Discretionary Accounts
- 1,580
- Non-Discretionary Accounts
- 92
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 298079
- AARON WEALTH ADVISORS LLC ADV PART 2A (2026-09-15) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗