Data / Investment advisers / Illinois / Aaron Wealth Advisors
Aaron Wealth Advisors, Chicago, IL: $4.3 billion AUM, SEC registered investment adviser
Aaron Wealth Advisors is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $4.3 billion in regulatory assets under management in its Form ADV filed October 1, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 298079
- SEC file number
- 801-113938
- SEC status
- Approved, effective September 20, 2018
- Legal name
- Aaron Wealth Advisors LLC
- Main office
- 515 N. State St. Suite 1770, Chicago, IL 60654
- Phone
- (312) 506-5780
- Website
- aaronwealth.com
- Regulatory AUM
- $4,288,292,230 in the Form ADV filed October 1, 2026
- Discretionary AUM
- $4,025,488,475
- Non discretionary AUM
- $262,803,755
- Accounts
- 1,672
- Employees
- 16, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 115 | $3.28 billion |
| Charitable organizations | 44 | $978.3 million |
| Corporations or other businesses | 3 | $29.7 million |
| Individuals (other than high net worth individuals) | 12 | $3.7 million |
| Pension and profit sharing plans | 1 | $1.5 million |
| Insurance companies | 1 | $4,893 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $4.29 billion | February 20, 2026 |
| December 1, 2025 | $2.61 billion | October 9, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Waud Capital Partners | Chicago | $4.56 billion | 24 | adviserinfo.sec.gov |
| Elementum Advisors, LLC | Chicago | $4.48 billion | 21 | adviserinfo.sec.gov |
| Bluespruce | Chicago | $4.45 billion | 4 | adviserinfo.sec.gov |
| Blue Owl Digital Infrastructure Trust Advisors LLC | Chicago | $4.42 billion | Not listed | adviserinfo.sec.gov |
| Waterton Investment Adviser, L.L.C. | Chicago | $4.33 billion | 12 | adviserinfo.sec.gov |
| Channing Capital Management, LLC | Chicago | $4.25 billion | Not listed | adviserinfo.sec.gov |
| Guggenheim Investments | Chicago | $4.12 billion | Not listed | adviserinfo.sec.gov |
| Freeport Financial Partners LLC | Chicago | $4.07 billion | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Aaron Wealth Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.