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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2022
- Office Locations
- 1
Office Locations
About Aurora Wealth Advisors
Aurora Wealth Advisors is a women-led San Diego advisory team that integrates investment management with goal-based financial planning, tax minimization, and life-transition/legacy guidance for clients navigating complex family and career changes. Advisory services are provided through Gladstone Institutional Advisory, with securities offered through LPL Financial—useful context for distribution and platform alignment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
LEAH CRYSTAL BURNETT
Managing Member
- CRD
- #3256015
- Ownership
- 75% or more
NINA ELAINE FARACA
Chief Compliance Officer, Director of Operations
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael Anthony Delgado
Financial Advisor
- CRD
- #7545361
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,779,499 | $220,414 |
| Non-Discretionary | $0 | -- |
| Total | $148,779,499 | $220,414 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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