Aevitas Wealth Management, Inc.

Aevitas Wealth Management, Inc. (CRD# 143873) is a financial advisory firm headquartered in Wellesley Hills, MA. They manage $326,392,233 in 295 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    326
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $1,106,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, NH, NY, TX

Financial Advisors at Aevitas Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Ellen K. Duffy
CRD#: 2175441
10 Laurel Ave., Suite 100, Wellesley Hills, MA 02481
96
Wealthminder
score

Ellen Duffy (CRD# 2175441) is an Investment Advisor Representative working at Aevitas Wealth Management, Inc. in Wellesley Hills, MA and has over 5 years of experience in the finance industry. Ellen Duffy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Amy Z. Resnic
CRD#: 2382217
10 Laurel Ave., Suite 100, Wellesley Hills, MA 02481
93
Wealthminder
score

Amy Resnic (CRD# 2382217) is an Investment Advisor Representative working at Aevitas Wealth Management, Inc. in Wellesley Hills, MA and has over 24 years of experience in the finance industry.

3
Michael A. Schreiber
CRD#: 1659555
10 Laurel Ave., Suite 100, Wellesley Hills, MA 02481
93
Wealthminder
score

Michael Schreiber (CRD# 1659555) is an Investment Advisor Representative working at Aevitas Wealth Management, Inc. in Wellesley Hills, MA and has over 31 years of experience in the finance industry.

4
Corey S. Stein
CRD#: 5989270
10 Laurel Ave., Suite 100, Wellesley Hills, MA 02481
93
Wealthminder
score

Corey Stein (CRD# 5989270) is an Investment Advisor Representative working at Aevitas Wealth Management, Inc. in Wellesley Hills, MA and has over 6 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.