CRD: 338936
Aeternitas Investment Management, LLC
$165.6M Total AUM
$159.1M Disc. AUM
-- 3Y CAGR
3 Employees
64 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Zenith value
- Established Date
- 10-31-2025
- Office Locations
- 1
Office Locations
85 S. Main ST Suite 203 Yardley PA
About Aeternitas Investment Management, LLC
Aeternitas Investment Management, LLC is a Yardley-based RIA. The firm has been operating for 0 years. Managing $165.6M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Merrill Lynch. Services offered include Asset Management, Equity Compensation, Estate Planning.
Team overview
41 AVG AGE
$82.8M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
0.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Timber catalyst North signal
Client Personas
Atlas Value
Custodian
Matrix ember
Investment Themes
Beacon peak Catalyst vertex Prime
Investment Vehicles
Momentum
Services
Value Eagle Meridian element Quantum frontier North
Technology
Momentum
Owner & Executives
J
JOSEPH RUSSELL WEIDENBURNER
Chief Compliance Officer, President
- CRD
- #6136484
- Ownership
- 75% or more
(218) 447-2983
glacier.vertex@atlascapital.com
in linkedin.com/in/delta-eagle
Showing 1 of 1 owners & executives
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CHRISTINE MARY AHEARN
--
- CRD
- #4695936
(780) 457-7368
bridge.legacy@meridiancapital.com
in linkedin.com/in/timber-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,097,782 | -- |
| Non-Discretionary | $6,456,245 | -- |
| Total | $165,554,027 | -- |
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Separately Managed Accounts
Total SMA Asset: $165,554,027
Equity - Exchange:
28.1% Cash:
12.3% Municipal Bonds:
28.9% U.S. Government/Agency:
30.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,210,257,282 | 28.1% |
| Cash | $529,756,746 | 12.3% |
| Municipal Bonds | $1,244,713,006 | 28.9% |
| U.S. Government/Agency | $1,322,238,384 | 30.7% |
| Total | $4,306,965,418 | 100.0% |