AARON WEALTH ADVISORS LLC
Legal name: AARON WEALTH ADVISORS
CRD #298079 SEC #801-113938 CHICAGO, IL 312-506-5780
SEC Registered
Total AUM
$2.6B
Discretionary
$2.3B
Employees
16
Clients
1
Accounts
1,341
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $2.6B | $2.3B | $283.7M | 16 | 0 |
| Apr 2025 | $2.6B | $2.3B | $283.7M | 16 | 0 |
| Mar 2025 | $2.6B | $2.3B | $283.7M | 16 | 0 |
| Dec 2024 | $2B | $1.7B | $284.7M | 16 | 0 |
| Sep 2024 | $2B | $1.7B | $284.7M | 16 | 0 |
| Mar 2024 | $2B | $1.7B | $284.7M | 16 | 0 |
| Sep 2023 | $1.6B | $1.3B | $248.9M | 13 | 2 |
| Jun 2023 | $1.6B | $1.3B | $248.9M | 13 | 2 |
| Mar 2023 | $1.6B | $1.3B | $248.9M | 13 | 2 |
| Aug 2022 | $1.1B | $929.5M | $151.5M | 11 | 0 |
| Mar 2022 | $1.1B | $929.5M | $151.5M | 11 | 0 |
| Feb 2022 | $634.2M | $487.7M | $146.5M | 10 | 0 |
| Oct 2021 | $634.2M | $487.7M | $146.5M | 10 | 0 |
| Mar 2021 | $634.2M | $487.7M | $146.5M | 10 | 0 |
| Jun 2020 | $574.8M | $381.4M | $193.5M | 6 | 0 |
| May 2020 | $574.8M | $381.4M | $193.5M | 6 | 0 |
| Mar 2020 | $574.8M | $381.4M | $193.5M | 6 | 0 |
| May 2019 | $213.1M | $123.1M | $90.1M | 6 | 1 |
| Apr 2019 | $213.1M | $123.1M | $90.1M | 6 | 1 |
| Mar 2019 | $213.1M | $123.1M | $90.1M | 6 | 1 |
| Jan 2019 | $100.7M | $100.7M | $0 | 4 | 0 |
| Dec 2018 | $0 | $0 | $0 | 4 | 0 |
| Sep 2018 | $0 | $0 | $0 | 5 | 0 |
| Aug 2018 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$283.7M
Employees16
Clients0
DateApr 2025
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$283.7M
Employees16
Clients0
DateMar 2025
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$283.7M
Employees16
Clients0
DateDec 2024
Total AUM$2B
Discretionary$1.7B
Non-Disc.$284.7M
Employees16
Clients0
DateSep 2024
Total AUM$2B
Discretionary$1.7B
Non-Disc.$284.7M
Employees16
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.7B
Non-Disc.$284.7M
Employees16
Clients0
DateSep 2023
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$248.9M
Employees13
Clients2
DateJun 2023
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$248.9M
Employees13
Clients2
DateMar 2023
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$248.9M
Employees13
Clients2
DateAug 2022
Total AUM$1.1B
Discretionary$929.5M
Non-Disc.$151.5M
Employees11
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$929.5M
Non-Disc.$151.5M
Employees11
Clients0
DateFeb 2022
Total AUM$634.2M
Discretionary$487.7M
Non-Disc.$146.5M
Employees10
Clients0
DateOct 2021
Total AUM$634.2M
Discretionary$487.7M
Non-Disc.$146.5M
Employees10
Clients0
DateMar 2021
Total AUM$634.2M
Discretionary$487.7M
Non-Disc.$146.5M
Employees10
Clients0
DateJun 2020
Total AUM$574.8M
Discretionary$381.4M
Non-Disc.$193.5M
Employees6
Clients0
DateMay 2020
Total AUM$574.8M
Discretionary$381.4M
Non-Disc.$193.5M
Employees6
Clients0
DateMar 2020
Total AUM$574.8M
Discretionary$381.4M
Non-Disc.$193.5M
Employees6
Clients0
DateMay 2019
Total AUM$213.1M
Discretionary$123.1M
Non-Disc.$90.1M
Employees6
Clients1
DateApr 2019
Total AUM$213.1M
Discretionary$123.1M
Non-Disc.$90.1M
Employees6
Clients1
DateMar 2019
Total AUM$213.1M
Discretionary$123.1M
Non-Disc.$90.1M
Employees6
Clients1
DateJan 2019
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0