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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Aaron Wealth Advisors LLC
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| CRD # | 298079 |
| SEC # | 801-113938 |
| CIK # | 0001812198 |
| AUM | $2.6 B (2025-04-08) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 312-506-5780 |
| Address | 515 N State St Chicago, IL 60654 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amgen Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Freeport McMoran Copper & Gold Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 0.0 |
| (b) Individuals (high net worth individuals) | 112 | 2.0 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 41 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,341 | 2.6 |
| By Discretionary | ||
| Discretionary | 1,253 | 2.3 |
| Non-Discretionary | 88 | 0.3 |
| Total | 1,341 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 1,341 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001812198] |
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