AARON WEALTH ADVISORS LLC
C16
CRD 298079·SEC 801-113938·CHICAGO, IL
AUM
$4.29B
$1B+
Est. Revenue
$42.9M
@ 1% on AUM
Est. EBITDA
$12.9M
@ 30% margin
Est. Deal Value
$102.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $213.1M
'21 · $574.8M
'22 · $634.2M
'23 · $1.08B
'25 · $2.61B
'26 · $4.29B
'20'26
$213.1M → $4.29B▲ +1912%
Client mix
| Individuals High Net Worth | 115 |
| Charitable Organizations | 44 |
| Individuals Other | 12 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 4 advisors
'22 · 7 advisors
'23 · 7 advisors
'25 · 9 advisors
'26 · 9 advisors
'20'26
2 advisors → 9 advisors▲ +350%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Filings
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
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
515 N. STATE ST.SUITE 1770CHICAGO, IL 60654
Business
515 N. STATE ST.SUITE 1770CHICAGO, IL 60654
Edgar Recent Filings
13F-HR2026-04-21 · 0001172661-26-001518
13F-HR2026-01-21 · 0001172661-26-000232
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited