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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 9, 2025 and May 22, 2026, reported AUM increased 64.5%, from $2.6B to $4.3B.
Across 5 reported observations, AUM increased 296.7% between August 11, 2022 and May 22, 2026, from $1.1B to $4.3B.
Of the latest reported AUM, 93.9% is discretionary and 6.1% is non-discretionary.
The firm reports 9 advisory representatives and 176 clients, or 19.6 clients per representative. That equates to $24.4M in reported AUM per client.
The profile lists 3 reported office locations and 8 years in operation. The source data was last updated on September 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
KONSTANTINE WILLIAM ANDRAKAKOS
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #5688955
- Ownership
- Less than 5%
JENNIFER GOFF BARRY
Chief Administrative Officer, Investment Advisor, Managing Director
- CRD
- #2362182
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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VINCENT DOMINIC BARONE
Wealth Advisor
- CRD
- #6496541
CHRISTOPHER MICHAEL CONMY
Family Wealth Advisor
- CRD
- #5634864
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
SMA allocation detail is available
Aaron Wealth Advisors has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aaron Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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