Aurelius Family Office, LLC
● SEC registered since 2022CRD 323016SEC# 801-126682Bedford, NH
Reg. AUM
$315.3M
Employees
8
Accounts
167
Location
Bedford, NH
Aurelius Family Office, LLC assets under management
Aurelius Family Office, LLC is an SEC-registered investment adviser based in Bedford, NH. The firm has been registered since 2022. It reports $315.3 million in regulatory assets under management and employs 8 people.
Aurelius Family Office, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenda Lee Winslow Control | Chief Compliance Officer | Under 5% | 2022 |
| Mark Andrew Witaschek Control | Member | Over 75% | 2021 |
Frequently asked questions
How much does Aurelius Family Office, LLC manage?
Aurelius Family Office, LLC reports $315.3 million in regulatory assets under management on its Form ADV.
How many employees does Aurelius Family Office, LLC have?
Aurelius Family Office, LLC reports 8 employees.
Where is Aurelius Family Office, LLC located?
Aurelius Family Office, LLC is based in Bedford, NH and has been SEC-registered since 2022.
Does Aurelius Family Office, LLC disclose fund performance?
Aurelius Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Executive Park Drive, Suite 261, Bedford, NH 03110 |
| Phone | 603-413-6060 |
| Fax | 603-602-8055 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2053738 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$315.3M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$315.3Mregulatory AUM
Discretionary $304.9MNon-discretionary $10.4M