AEVITAS WEALTH MANAGEMENT, INC.
AEVITAS WEALTH MANAGEMENT, INC. of WELLESLEY HILLS, MA is an SEC-registered investment adviser (CRD 143873). Regulatory assets under management: $546.0M.
Registration
- CRD: 143873
- SEC file number: 801-68051
- Type: Registered investment adviser
- Location: 10 LAUREL AVE., SUITE 100, WELLESLEY HILLS, MA, 02481
- Phone: 781-239-1180
- Latest filing: 2023-03-20
- Regulatory AUM: $546.0M
- Discretionary AUM: $533.6M
- Non-discretionary AUM: $12.5M
- Clients: 5
- Accounts: 1,479
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SCHREIBER MICHAEL ALAN | OWNER/CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| RESNIC AMY ZELMAN | CHIEF COMPLIANCE OFFICER | — |
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