Aan Wealth Advisors LLC
CRD 300652SEC# 801-136623Canton, OH
No longer SEC-registered. Aan Wealth Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$130M
Employees
10
Accounts
525
Location
Canton, OH
Aan Wealth Advisors LLC assets under management
Aan Wealth Advisors LLC is an SEC-registered investment adviser based in Canton, OH. It reports $130 million in regulatory assets under management and employs 10 people.
Aan Wealth Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beth Hall Control | Chief Financial Officer | Under 5% | 2019 |
| Joshua Allan Postlewaite Control | Cio/Cco | Under 5% | 2023 |
| Robert Hall Control | Owner | Over 75% | 2019 |
Frequently asked questions
How much does Aan Wealth Advisors LLC manage?
Aan Wealth Advisors LLC reports $130 million in regulatory assets under management on its Form ADV.
How many employees does Aan Wealth Advisors LLC have?
Aan Wealth Advisors LLC reports 10 employees.
Where is Aan Wealth Advisors LLC located?
Aan Wealth Advisors LLC is based in Canton, OH.
Does Aan Wealth Advisors LLC disclose fund performance?
Aan Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4450 Belden Village Ave NW, Suite 704, Canton, OH 44718 |
| Office hours | Mon-Thurs 9a.m.-5p.m.; Fri 9a.m.-1p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$130Mregulatory AUM
Discretionary $130M