Aevitas Wealth Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Aevitas Wealth Management Inc
CRD #143873
SEC #801-68051
CIK #
AUM $376.8 MM (98% Disc, 100% US)
Employees7 (71% Investors, 0% Brokers)
Phone781-239-1180
Address10 Laurel Ave
Wellesley Hills, MA 02481
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3803042281527602006201020152020
Sector Holding Cap ($MM) Value ($MM)
JNJ369,000.04.0
VHT3.8
AAPL843,560.03.6
PEP163,770.03.5
MSFT865,660.03.5
VXUS3.0
VFH2.9
AMZN820,610.02.2
TJX127,960.02.1
VPL1.9
View All
Holdings by Sector ($)
0.10.10.10.00.00.02016201720182020
Comparable Firms State AUM ($BB)
Vestory LLC
WA 0.4
Elite Wealth Management Inc
WA 0.4
Summit Wealth Partners LLC
FL 0.4
CJM Wealth Management LLC
NY 0.4
Legacy Financial Group LLC
IA 0.4
Access Financial Resources Inc
OK 0.4
Waller Financial Planning Group Inc
OH 0.4
Hendershot Investments Inc
VA 0.4
Q3 Asset Management Corporation
MI 0.4
Planfirst Inc
SC 0.4
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com