AEVITAS WEALTH MANAGEMENT, INC. (CRD# 143873) is an SEC-Registered Investment Advisor (RIA), headquartered in Wellesley Hills, MA. The SEC approved the firm to operate as an RIA in Jun 2007. In May 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $376.2 Million, and has discretion over 98% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
AEVITAS WEALTH MANAGEMENT, INC. also reported in May 2018:
  • 6 employees, with 5 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AEVITAS WEALTH MANAGEMENT, INC. has no disclosure events reported to the SEC at this time.

View AEVITAS WEALTH MANAGEMENT, INC.'s most recent Form ADV filing

AEVITAS WEALTH MANAGEMENT, INC. has Notice Filings with the following State Securities Authorities: CA-Oct 2012, FL-Oct 2014, LA-Jun 2007, MA-Jun 2007, NH-Jan 2013 , NY-Nov 2010, TX-Jun 2010

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.