$91.4M Total AUM
$91.4M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
7 yrs Firm Age
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
- 04-30-2019
- Office Locations
- 1
Office Locations
780 Fifth Avenue South Suite 200 Naples FL
About Aulestia Wealth Management, Inc.
Aulestia Ventures (Aulestia Wealth Management, Inc.) is a Naples, FL registered investment adviser helping entrepreneurs and ultra-high-net-worth families build family office capabilities to manage private investments across startups, angel/venture, private equity, and real estate. Founded by Adam A. Aulestia, a finance veteran and angel/VC partner with corporate finance experience.
Team overview
45 AVG AGE
$91.4M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ADAM ALEXANDER AULESTIA
Advisor, Chief Compliance Officer, President
- CRD
- #4545056
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,373,103 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,373,103 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing