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- Custodian
- Charles Schwab & Company · Pershing · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 14
Office Locations
About Aurora Private Wealth, Inc.
Aurora Private Wealth is a wealth management and planning firm focused on objective guidance through long-term client partnerships. The team supports entrepreneurs with financial, estate and tax planning, insurance, and portfolio construction/asset allocation using vehicles such as ETFs, mutual funds, and fixed income. It also runs an “Aurora for Advisors” program and can offer securities through APW Capital (FINRA/SIPC).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
TIMOTHY LIAM SMITH
Chief Executive Officer, President, Private Banker
- CRD
- #1407004
- Ownership
- 75% or more
CHRISTINA LAUREN JENNINGS
--
- CRD
- --
- Ownership
- 10% but less than 25%
Glacier optima
Unison quantum north
- CRD
- #26186
- Ownership
- 19.0%
Showing 2 of 4 owners & executives
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JOHN JOSEPH BELLO
Financial Advisor, Financial planner, General Partner
- CRD
- #1672841
KRISTY LYNN BERGER
Insurance Agent, Partner
- CRD
- #2968846
Quantum prime
Zenith quantum catalyst
- CRD
- #81913
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $374,030,968 | $248,031 |
| Non-Discretionary | $0 | -- |
| Total | $374,030,968 | $248,031 |
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Separately Managed Accounts
Total SMA Asset: $374,030,968
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $523,551,388 | 12.6% |
| Public Funds | $1,541,567,977 | 37.1% |
| U.S. Government/Agency | $1,038,792,437 | 25.0% |
| Cash | $1,051,257,947 | 25.3% |
| Total | $4,155,169,749 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH DELTA | VERTEX PRIME | CGQC1CFN7 | OTM | 7.27% | $40,997,681 |
| FRONTIER MATRIX | SUMMIT VERTEX | 6B4HX6T5D | QMPF | 4.23% | $31,963,648 |
| CAPITAL HORIZON | FRONTIER EMBER | L8SY5VZVM | RPU | 8.97% | $89,048,024 |
| QUANTUM DELTA SUMMIT | BRIDGE FOCUS | 9I9YN7YC3 | FJTZL | 8.05% | $108,930,156 |
| PIONEER FOUNDATION TIMBER | RIDGE DELTA | 72PBM7B52 | PRM | 5.86% | $63,904,316 |
| EMBER LEGACY FRONTIER | MERIDIAN CREST | VII4SREWT | LFXU | 4.13% | $60,650,973 |
| PATHWAY HARBOR RIDGE | FUSION CREST | 3MDT2IJ20 | WBI | 5.51% | $24,794,100 |
| MERIDIAN RADIAL | VITAL VERTEX | OX04K6APN | SEU | 7.99% | $90,708,997 |