Aurora Private Wealth Inc

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Assets, Funds, Holdings

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Aurora Private Wealth Inc
CRD #281604
SEC #801-110498
CIK #0001802132
AUM $395.3 M (2025-07-17)
Employees 25 (64% Investors, 68% Brokers)
Phone973-394-0404
Address100 Enterprise Drive
Rockaway, NJ 07866
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
70056042028014002011201620212026
Sector Form 13F Holdings Value ($M)
American Express Co 2.1
Grayscale Bitcoin Trust BTC 1.9
J P Morgan Chase & Co 1.4
Bank of America Corp /DE/ 1.4
Alphabet Inc 1.4
Colgate Palmolive Co 1.2
McDonalds Corp 1.2
Netflix Inc 1.1
Broadcom Inc 1.0
Norfolk Southern Corp 1.0
View All
Holdings by Sector ($M)
3002401801206002020202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,760 227.6
(b) Individuals (high net worth individuals) 83 167.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,843 395.3
By Discretionary
Discretionary 1,843 395.3
Non-Discretionary 0 0.0
Total 1,843 395.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 395.3
Total 1,843 395.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001802132]
Comparable Firms State AUM ($B)
Reedmark Advisors LLC
NJ 0.4
Biltmore Wealth Management LLC
AZ 0.4
Equinum LLC
NY 0.4
Maxim Financial Advisors LLC
NY 0.4
FSA Advisors Inc
MI 0.4
Sage Private Wealth Group LLC
IL 0.4
Cypress Financial Planning LLC
NJ 0.4
Giverny Capital Advisors LLC
NJ 0.4
Primetrust Advisors LLC
SC 0.4
Main Line Retirement Advisors LLC
MT 0.4
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