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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $546M | $533.6M | $12.5M | 5 | 0 |
| Mar 2023 | $546M | $533.6M | $12.5M | 5 | 0 |
| Sep 2022 | $617.3M | $600.5M | $16.8M | 6 | 0 |
| Jun 2022 | $617.3M | $600.5M | $16.8M | 6 | 0 |
| Mar 2022 | $617.3M | $600.5M | $16.8M | 6 | 0 |
| Oct 2021 | $501.6M | $486.7M | $14.9M | 5 | 0 |
| Mar 2021 | $501.6M | $486.7M | $14.9M | 5 | 0 |
| Dec 2020 | $465.6M | $453.6M | $11.9M | 5 | 0 |
| Oct 2020 | $465.6M | $453.6M | $11.9M | 7 | 0 |
| Jun 2020 | $465.6M | $453.6M | $11.9M | 7 | 0 |
| Mar 2020 | $465.6M | $453.6M | $11.9M | 7 | 0 |
| Mar 2019 | $376.8M | $367.9M | $8.9M | 7 | 0 |
| Nov 2018 | $376.2M | $367.6M | $8.6M | 6 | 0 |
| May 2018 | $376.2M | $367.6M | $8.6M | 6 | 0 |
| Mar 2018 | $376.2M | $367.6M | $8.6M | 6 | 0 |
| Jun 2017 | $326.4M | $318.4M | $8M | 5 | 300 |
| Jan 2017 | $326.4M | $318.4M | $8M | 5 | 300 |
| Jan 2017 | $326.4M | $318.4M | $8M | 5 | 300 |
| Mar 2016 | $310M | $310M | $0 | 5 | 200 |
| Mar 2015 | $313M | $295M | $18M | 5 | 260 |
| Dec 2014 | $235M | $233M | $2M | 5 | 210 |
| Dec 2014 | $235M | $233M | $2M | 5 | 210 |
| Oct 2014 | $235M | $233M | $2M | 4 | 210 |
| Oct 2014 | $235M | $233M | $2M | 4 | 210 |
| Jun 2014 | $235M | $233M | $2M | 4 | 210 |
| Apr 2014 | $235M | $233M | $2M | 4 | 210 |
| Mar 2014 | $235M | $233M | $2M | 4 | 210 |
| Mar 2014 | $235M | $233M | $2M | 4 | 210 |
| Sep 2013 | $185.7M | $185M | $700K | 2 | 210 |
| Jun 2013 | $185.7M | $185M | $700K | 2 | 210 |
| Jan 2013 | $185.7M | $185M | $700K | 2 | 210 |
| Jan 2013 | $160.1M | $160M | $125K | 2 | 210 |
| Oct 2012 | $160.1M | $160M | $125K | 1 | 210 |
| Mar 2012 | $160.1M | $160M | $125K | 1 | 210 |
| Apr 2011 | $140M | $140M | $0 | 5 | -- |
| Apr 2011 | $140M | $140M | $0 | 5 | -- |
| Nov 2010 | $130M | $120M | $10M | 5 | -- |
| Jun 2010 | $130M | $120M | $10M | 5 | -- |
| Sep 2009 | $90M | $60M | $30M | 5 | -- |
| Sep 2009 | $90M | $60M | $30M | 5 | -- |
| Feb 2009 | $90M | $60M | $30M | 5 | -- |
| Oct 2007 | $48.7M | $48.7M | $0 | 5 | -- |
DateMar 2023
Total AUM$546M
Discretionary$533.6M
Non-Disc.$12.5M
Employees5
Clients0
DateMar 2023
Total AUM$546M
Discretionary$533.6M
Non-Disc.$12.5M
Employees5
Clients0
DateSep 2022
Total AUM$617.3M
Discretionary$600.5M
Non-Disc.$16.8M
Employees6
Clients0
DateJun 2022
Total AUM$617.3M
Discretionary$600.5M
Non-Disc.$16.8M
Employees6
Clients0
DateMar 2022
Total AUM$617.3M
Discretionary$600.5M
Non-Disc.$16.8M
Employees6
Clients0
DateOct 2021
Total AUM$501.6M
Discretionary$486.7M
Non-Disc.$14.9M
Employees5
Clients0
DateMar 2021
Total AUM$501.6M
Discretionary$486.7M
Non-Disc.$14.9M
Employees5
Clients0
DateDec 2020
Total AUM$465.6M
Discretionary$453.6M
Non-Disc.$11.9M
Employees5
Clients0
DateOct 2020
Total AUM$465.6M
Discretionary$453.6M
Non-Disc.$11.9M
Employees7
Clients0
DateJun 2020
Total AUM$465.6M
Discretionary$453.6M
Non-Disc.$11.9M
Employees7
Clients0
DateMar 2020
Total AUM$465.6M
Discretionary$453.6M
Non-Disc.$11.9M
Employees7
Clients0
DateMar 2019
Total AUM$376.8M
Discretionary$367.9M
Non-Disc.$8.9M
Employees7
Clients0
DateNov 2018
Total AUM$376.2M
Discretionary$367.6M
Non-Disc.$8.6M
Employees6
Clients0
DateMay 2018
Total AUM$376.2M
Discretionary$367.6M
Non-Disc.$8.6M
Employees6
Clients0
DateMar 2018
Total AUM$376.2M
Discretionary$367.6M
Non-Disc.$8.6M
Employees6
Clients0
DateJun 2017
Total AUM$326.4M
Discretionary$318.4M
Non-Disc.$8M
Employees5
Clients300
DateJan 2017
Total AUM$326.4M
Discretionary$318.4M
Non-Disc.$8M
Employees5
Clients300
DateJan 2017
Total AUM$326.4M
Discretionary$318.4M
Non-Disc.$8M
Employees5
Clients300
DateMar 2016
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$313M
Discretionary$295M
Non-Disc.$18M
Employees5
Clients260
DateDec 2014
Total AUM$235M
Discretionary$233M
Non-Disc.$2M
Employees5
Clients210
DateDec 2014
Total AUM$235M
Discretionary$233M
Non-Disc.$2M
Employees5
Clients210
DateOct 2014
Total AUM$235M
Discretionary$233M
Non-Disc.$2M
Employees4
Clients210
DateOct 2014
Total AUM$235M
Discretionary$233M
Non-Disc.$2M
Employees4
Clients210
DateJun 2014
Total AUM$235M
Discretionary$233M
Non-Disc.$2M
Employees4
Clients210
DateApr 2014
Total AUM$235M
Discretionary$233M
Non-Disc.$2M
Employees4
Clients210
DateMar 2014
Total AUM$235M
Discretionary$233M
Non-Disc.$2M
Employees4
Clients210
DateMar 2014
Total AUM$235M
Discretionary$233M
Non-Disc.$2M
Employees4
Clients210
DateSep 2013
Total AUM$185.7M
Discretionary$185M
Non-Disc.$700K
Employees2
Clients210
DateJun 2013
Total AUM$185.7M
Discretionary$185M
Non-Disc.$700K
Employees2
Clients210
DateJan 2013
Total AUM$185.7M
Discretionary$185M
Non-Disc.$700K
Employees2
Clients210
DateJan 2013
Total AUM$160.1M
Discretionary$160M
Non-Disc.$125K
Employees2
Clients210
DateOct 2012
Total AUM$160.1M
Discretionary$160M
Non-Disc.$125K
Employees1
Clients210
DateMar 2012
Total AUM$160.1M
Discretionary$160M
Non-Disc.$125K
Employees1
Clients210
DateApr 2011
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$130M
Discretionary$120M
Non-Disc.$10M
Employees5
Clients--
DateJun 2010
Total AUM$130M
Discretionary$120M
Non-Disc.$10M
Employees5
Clients--
DateSep 2009
Total AUM$90M
Discretionary$60M
Non-Disc.$30M
Employees5
Clients--
DateSep 2009
Total AUM$90M
Discretionary$60M
Non-Disc.$30M
Employees5
Clients--
DateFeb 2009
Total AUM$90M
Discretionary$60M
Non-Disc.$30M
Employees5
Clients--
DateOct 2007
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees5
Clients--