Overview
Assets Under Management: $376 million
Headquarters: WELLESLEY HILLS, MA
High-Net-Worth Clients: 240
Average Client Assets: $1.1 million
Frequently Asked Questions
AEVITAS WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143873), AEVITAS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
AEVITAS WEALTH MANAGEMENT, INC. is headquartered in WELLESLEY HILLS, MA.
AEVITAS WEALTH MANAGEMENT, INC. serves 240 high-net-worth clients according to their SEC filing dated November 26, 2018. View client details ↓
According to their SEC Form ADV, AEVITAS WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
AEVITAS WEALTH MANAGEMENT, INC. manages $376 million in client assets according to their SEC filing dated November 26, 2018.
According to their SEC Form ADV, AEVITAS WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 240
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.90%
Average Client Assets: $1.1 million
Total Client Accounts: 1,180
Discretionary Accounts: 1,175
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 143873
Filing ID: 1253323
Last Filing Date: 2018-11-26 10:17:00