This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 9
Office Locations
About AAN Wealth Advisors LLC
AAN Wealth Advisors is a fiduciary advisory firm focused on retirement planning and building intentional income plans, integrating tax and legacy considerations and insurance/long-term care needs. The firm emphasizes straightforward, fully disclosed pricing with no commissions or revenue sharing. Portfolios commonly use ETFs alongside fixed income (including U.S. government/agency bonds). Reported custodians include Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 229 clients, or 22.9 clients per representative. That equates to $567.7K in reported AUM per client.
The profile lists 9 reported office locations and 7 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review AAN Wealth Advisors LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full AAN Wealth Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Robert Hall
Owner, President
- CRD
- --
- Ownership
- 75% or more
Beth Hall
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
JUSTIN TROY ATKINSON
Financial Advisor
- CRD
- #4385783
DENISE ALENE GRACE
President
- CRD
- #1256721
Showing 2 of 13 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $130,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
AAN Wealth Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing