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- Custodian
- Charles Schwab & Company · Gemini Trust
- Clients
- Retail and Institutional
- Platforms
- UnisonVector wave
- Established Date
- 09-20-2018
- Office Locations
- 3
Office Locations
About Aaron Wealth Advisors
Aaron Wealth Advisors is a national, independent family office serving successful families with complex financial, lifestyle, and generational needs. The firm builds customized family office structures and thoughtfully tailored portfolios, coordinating a hand-selected team of experts and advocating on clients’ behalf to manage the moving parts of wealth. Custody includes Charles Schwab; led by CEO and founding member Gary Hirschberg, J.D.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GARY EVAN HIRSCHBERG
Chief Executive Officer, Managing Member, Wealth Management Advisor
- CRD
- #4985966
- Ownership
- 75% or more
KONSTANTINE WILLIAM ANDRAKAKOS
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #5688955
- Ownership
- Less than 5%
Eagle prime
Vector alpha
- CRD
- #28185
- Ownership
- 32.2%
Showing 2 of 4 owners & executives
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VINCENT DOMINIC BARONE
Wealth Advisor
- CRD
- #6496541
CHRISTOPHER MICHAEL CONMY
--
- CRD
- #5634864
Alpha foundation
Summit frontier
- CRD
- #94985
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,025,488,475 | $2,547,778 |
| Non-Discretionary | $262,803,755 | $2,856,563 |
| Total | $4,288,292,230 | $2,564,768 |
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Separately Managed Accounts
Total SMA Asset: $4,288,292,230
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $249,823,163 | 8.5% |
| Public Funds | $564,306,439 | 19.2% |
| Derivatives | $305,665,988 | 10.4% |
| Private Funds | $461,438,077 | 15.7% |
| Municipal Bonds | $385,021,580 | 13.1% |
| Cash | $144,015,706 | 4.9% |
| Corporate - Investment Grade | $520,219,998 | 17.7% |
| Other | $308,605,083 | 10.5% |
| Total | $2,939,096,034 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT FRONTIER | DELTA BRIDGE | KNZZ5C42C | VLHGB | 1.71% | $104,225,026 |
| LEGACY RIDGE | BEACON EAGLE | LU9TMBJBS | XTB | 0.66% | $82,753,899 |
| SUMMIT FOUNDATION BEACON | RIDGE PIONEER | UPET2N92U | SSDG | 3.99% | $78,922,158 |
| HORIZON CATALYST EAGLE | EMBER VERTEX | QR5I3ESD7 | WJAHZ | 6.74% | $98,484,682 |
| INSIGHT ALPHA ELEMENT | OAK INSIGHT | D00ARFVV8 | BJBI | 7.86% | $63,576,887 |
| DELTA INSIGHT CAPITAL | CREST SUMMIT | WO6MWKN6T | ZCQP | 1.87% | $80,512,001 |
| INSIGHT ZENITH | PEAK EMBER | 8T66B7WQV | DTO | 12.05% | $78,395,210 |
| FOCUS MOMENTUM | VALUE SIGNAL | RNVHWHKBI | SYCYR | 3.42% | $61,960,585 |