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- Custodian
- Axos · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Momentum vectorSummit harbor
- Established Date
- 07-01-2022
- Office Locations
- 5
Office Locations
About Aurelius Family Office, LLC
Aurelius Family Office is a fee-only RIA delivering a family office experience centered on generational wealth, comprehensive financial planning, and deep financial analysis for successful individuals and families. The team emphasizes uncovering hidden issues and opportunities and uses technology to integrate a client’s full financial picture with ongoing review. Investment work includes portfolio construction and asset allocation using public funds and ETFs, with custody support including Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK ANDREW WITASCHEK
Financial Planner
- CRD
- #1200467
- Ownership
- 75% or more
Brenda Lee Winslow
Chief Compliance Officer, Chief Operating Officer, Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JACOB HARAS ALDEN
Investment Operations Associate
- CRD
- #6831596
Jake Alden
Financial Planning Associate
- CRD
- --
Quantum legacy
Value wave
- CRD
- #81100
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,882,971 | $1,836,644 |
| Non-Discretionary | $10,372,236 | $10,372,236 |
| Total | $315,255,207 | $1,887,756 |
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Separately Managed Accounts
Total SMA Asset: $315,255,207
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,751,305,169 | 23.8% |
| Cash | $934,519,985 | 12.7% |
| Equity - Exchange | $2,384,129,726 | 32.4% |
| Corporate - Investment Grade | $2,288,470,200 | 31.1% |
| Total | $7,358,425,080 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE HARBOR | RADIAL SUMMIT | DQL6EYHXT | UWPAQ | 4.31% | $11,340,184 |
| PIONEER CATALYST | PEAK MATRIX | 4OEW9AA6F | AUZ | 1.30% | $87,436,249 |
| TIMBER BRIDGE WAVE | BEACON EMBER | KOJ1IGHBL | PMH | 5.00% | $18,240,945 |
| BEACON EAGLE MOMENTUM | FOCUS FRONTIER | 2HJURYV0C | MMFE | 4.18% | $31,058,249 |
| UNISON ATLAS | VERTEX ALPHA | FJP6BRC1M | RMJA | 10.48% | $36,931,247 |
| PATHWAY VERTEX ELEMENT | MOMENTUM FOCUS | U6273J980 | CZHPJ | 5.31% | $70,267,448 |
| GLACIER CREST ZENITH | ELEMENT DELTA | ZQAO0IT6W | DUSA | 2.50% | $10,642,039 |
| QUANTUM VERTEX ALPHA | NORTH FRONTIER | XICGOVPP9 | PKC | 7.37% | $51,906,676 |