Aurelius Family Office, LLC

Aurelius Family Office, LLC (CRD# 323016) is a financial advisory firm headquartered in Bedford, NH. They manage $237,258,236 in 601 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
264 South River Road, Suite 482, Bedford, NH 03110
https://www.aurelius.net
By the Numbers
  • Total Assets Under Management
    237
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $394,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IL, MA, MD, ME, NE, NH, NY, OH, RI, TX, UT, VA

Financial Advisors at Aurelius Family Office, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gordon Nelson, financial advisor Logan UT
Gordon L. Nelson
CRD#: 2982767
1594 N 160 W, Suite 110c, Logan, UT 84341

Gordon Nelson (CRD# 2982767) is an Investment Advisor Representative working at Aurelius Family Office, LLC in Logan, UT and has over 26 years of experience in the finance industry.

2
Mark Witaschek, financial advisor Bedford NH
Mark A. Witaschek
CRD#: 1200467
264 South River Road, Suite 482, Bedford, NH 03110

Mark Witaschek (CRD# 1200467) is an Investment Advisor Representative working at Aurelius Family Office, LLC in Bedford, NH and has over 39 years of experience in the finance industry.

3
Jacob Alden, financial advisor Bedford NH
Jacob H. Alden
CRD#: 6831596
264 South River Road, Suite 482, Bedford, NH 03110

Jacob Alden (CRD# 6831596) is an Investment Advisor Representative working at Aurelius Family Office, LLC in Bedford, NH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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