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| Keyboard |
| AAN Wealth Advisors LLC
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|---|---|
| CRD # | 300652 |
| SEC # | 801-136623 |
| CIK # | |
| AUM | 130.0 M (2026-06-01) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-720-0360 |
| Address | 4450 Belden Village Ave NW Canton, OH 44718 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 38.0 |
| (b) Individuals (high net worth individuals) | 57 | 92.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 130.0 |
| By Discretionary | ||
| Discretionary | 525 | 130.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 525 | 130.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.0 | |
| Total | 525 | 130.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arbus Capital Management LLC
✚
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130.2 M | |
|
Solist Wealth LLC
✚
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|
Wise Wealth Management LLC
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NY | 130.1 M |
|
Cerasus Advisors Inc
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|
Versatile Capital Management LLC
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|
My Financial Aurora Limited Liability Company
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TX | 130.0 M |
|
Aria Wealth Management Inc
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|
CA | 130.0 M |
|
Pearl Wealth LLC
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|
129.9 M | |
|
Sophis Investments LLC
✚
|
NY | 129.9 M |
|
R F Lafferty & Co Inc
✚
|
NY | 129.8 M |