# Aeom Investments, LLC

> Aeom Investments, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 331496
- Filed as: AEOM INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331496
- AdvisorCensus page: https://advisorcensus.com/firm/aeom-investments-llc-331496

## Quick answers

**How is Aeom Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aeom Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Is Aeom Investments, LLC registered with the SEC or a state?**
Aeom Investments, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 331496.

**How much does Aeom Investments, LLC manage?**
Aeom Investments, LLC reports $673,354 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Aeom Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2).

**Does Aeom Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331496

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $673,354
- Discretionary: $673,354
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 2 | $673,354 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aeom Investments, LLC (CRD 331496): Form ADV filing data as of October 2026.