# AEVITAS WEALTH MANAGEMENT, INC.

AEVITAS WEALTH MANAGEMENT, INC. of WELLESLEY HILLS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 143873
- Type: SEC-registered investment adviser
- SEC file number: 801-68051
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143873/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143873/similar
- Related entities: https://search.stillhousedata.com/firm/143873/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143873

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.