$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-2025
- Office Locations
- 1
Office Locations
411 Theodore Fremd Ave. Suite 206 S. RYE NY
About Arons Wealth Management LLC
Craig M. Arons, CPA/PFS, PC provides year-round tax, accounting, bookkeeping, and payroll support plus personal financial planning and investment planning for small businesses and individuals across the tri-state area. Investment allocations are primarily equity ETFs, with Charles Schwab as a key custodian. A tech-forward client portal provides 24/7 access to tax returns, statements, and payroll documents.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$948.7K AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Beacon legacy Vertex vector Focus
Client Personas
Prime Focus optima
Custodian
Glacier Unison Meridian atlas Pioneer focus
Investment Themes
Value Pathway pioneer
Investment Vehicles
Radial pathway
Services
Insight catalyst Legacy Horizon Beacon eagle Eagle meridian Quantum crest Delta bridge Horizon signal Ridge horizon Zenith Prime summit
Owner & Executives
C
CRAIG MARC ARONS
Chief Compliance Officer, Managing Member
- CRD
- #5727132
- Ownership
- 75% or more
(476) 422-4489
glacier.unison@harborcapital.com
in linkedin.com/in/vertex-north
Showing 1 of 1 owners & executives
Unlock allContacts
T
Tyler D Arons
--
- CRD
- #8185054
(867) 259-8243
north.vertex@catalystcapital.com
in linkedin.com/in/atlas-oak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,743,275 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,743,275 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,743,275
Equity - Exchange:
42.8% Equity - OTC:
28.6% Municipal Bonds:
16.6% Cash:
12.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $691,547,381 | 42.8% |
| Equity - OTC | $462,108,764 | 28.6% |
| Municipal Bonds | $268,216,975 | 16.6% |
| Cash | $193,891,790 | 12.0% |
| Total | $1,615,764,910 | 100.0% |