# Aaron Wealth Advisors

> Aaron Wealth Advisors is an SEC-registered investment advisory firm in Chicago, IL, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 298079
- Filed as: AARON WEALTH ADVISORS
- Legal name: Aaron Wealth Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298079
- AdvisorCensus page: https://advisorcensus.com/firm/aaron-wealth-advisors-chicago-il-298079

## Quick answers

**How is Aaron Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Aaron Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Aaron Wealth Advisors located?**
Aaron Wealth Advisors' principal office is in Chicago, IL, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Aaron Wealth Advisors registered with the SEC or a state?**
Aaron Wealth Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298079.

**How much does Aaron Wealth Advisors manage?**
Aaron Wealth Advisors reports $4,288,292,230 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (94% discretionary).

**How have Aaron Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Aaron Wealth Advisors: Regulatory assets under management: $634,218,647 in the October 2021 data and $4,288,292,230 in the October 2026 data, up 576%. Total employees: 10 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aaron Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (115); charitable organizations (44); individuals (other than high net worth individuals) (12).

**Which custodians does Aaron Wealth Advisors use?**
Aaron Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Aaron Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298079

**Does Aaron Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "In general, we require a minimum of $10,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Aaron Wealth Advisors' recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in FL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $10,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Minimum annual fee: $50,000

> We charge a minimum fee in the amount of $50,000 to open and maintain an advisory account. At our discretion we may waive the minimum fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,288,292,230
- Discretionary: $4,025,488,475
- Non-discretionary: $262,803,755

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,725,431 |
| High net worth individuals | 115 | $3,275,078,633 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,468,427 |
| Charitable organizations | 44 | $978,291,770 |
| Insurance companies | 1 | $4,893 |
| Corporations or other businesses not listed above | 3 | $29,723,076 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, IN, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Carmel, IN
- Newport Beach, CA

### Websites listed on Form ADV (Item 1.I)
- aaronwealth.com
- Facebook @AaronWealthAdvisors
- LinkedIn @aaron-wealth-advisors
- X @aaronwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $634,218,647 | 10 | October 1, 2021 |
| October 2022 | $1,081,021,764 | 11 | August 11, 2022 |
| October 2023 | $1,589,522,371 | 13 | September 22, 2023 |
| October 2024 | $1,952,029,521 | 16 | September 10, 2024 |
| October 2025 | $2,607,024,926 | 16 | April 8, 2025 |
| October 2026 | $4,288,292,230 | 16 | October 1, 2026 |

Regulatory assets under management: $634,218,647 in the October 2021 data and $4,288,292,230 in the October 2026 data, up 576%.
Total employees: 10 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in FL.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $2,607,024,926 to $4,288,292,230 (+64%).

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aaron Wealth Advisors (CRD 298079): Form ADV filing data as of October 2026.