AEVITAS WEALTH MANAGEMENT, INC.
CRD #143873 SEC #801-68051 WELLESLEY HILLS, MA 781-239-1180
SEC Registered
Total AUM
$546M
Discretionary
$533.6M
Employees
5
Clients
11
Accounts
1,479
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RESNIC, AMY, ZELMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
| SCHREIBER, MICHAEL, ALAN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 20, 2023 REGISTERED
Notice Filings (12)
CA FL LA MA ME NC NE NH NY RI TX VA
Address
10 LAUREL AVE.SUITE 100
WELLESLEY HILLS, MA 02481
United States
Phone: 781-239-1180