1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AEVITAS WEALTH MANAGEMENT, INC.

Map pinWELLESLEY HILLS, MA
Phone781-239-1180
NotebookSEC #801-68051
Total AUM
$546M
Employees
5
Clients
397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 LAUREL AVE.
SUITE 100
WELLESLEY HILLS
MA 02481
United States
Operating Hours
8:00AM-4:00PM
Monday - Friday
Phone
781-239-1180

ReceiptFinancials

Total AUM
$546M
Accounts
1,479
Discretionary
$533.6M
Accounts
1,475
Non-Discretionary
$12.5M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
164
AUM
$176.5M
HNW Individual Clients
230
AUM
$354.9M
Pension/Profit Sharing Plan Clients
1
AUM
$12.5M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
1
AUM
$889.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENCNENHNYRITX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account