AURORA PRIVATE WEALTH, INC.
A71
CRD 281604·SEC 801-110498·TOTOWA, NJ
AUM
$374.0M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $426.6M
'21 · $650.1M
'22 · $657.3M
'23 · $603.0M
'25 · $395.3M
'26 · $374.0M
'20'26
$426.6M → $374.0M▼ -12%
Operations
Advisory staff (5-yr trend)
'20 · 22 advisors
'21 · 29 advisors
'22 · 26 advisors
'23 · 22 advisors
'25 · 16 advisors
'26 · 16 advisors
'20'26
22 advisors → 16 advisors▼ -27%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (22)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
100 ENTERPRISE DRIVE, SUITE 504ROCKAWAY, NJ 07866
Business
100 ENTERPRISE DRIVE, SUITE 504ROCKAWAY, NJ 07866
Edgar Recent Filings
13F-HR2026-04-16 · 0001802132-26-000002
13F-HR2026-02-02 · 0001802132-26-000001
Soi Zip Distribution
Stub 1
| AGI | 16,164 |
| Returns | 1,410 |
Stub 2
| AGI | 41,643 |
| Returns | 1,110 |
Stub 3
| AGI | 55,863 |
| Returns | 900 |
People (24)
24IAR · Direct Owner · 87.5%
Direct Owner · 17.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
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