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AEVITAS WEALTH MANAGEMENT, INC.
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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%
.
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AEVITAS WEALTH MANAGEMENT, INC.
also reported in
May 2018:
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6
employees,
with
5
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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AEVITAS WEALTH MANAGEMENT, INC. has no disclosure events reported to the SEC at this time.
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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
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The information presented above was gleaned from the SEC
website and is believed to be accurate.
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responsibility for errors or omissions. Please
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contact FindingFraud.org with questions or concerns.
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