AULESTIA WEALTH MANAGEMENT, INC.

AULESTIA WEALTH MANAGEMENT, INC. of NAPLES, FL is an SEC-registered investment adviser (CRD 300531). Regulatory assets under management: $91.4M.

Registration

• CRD: 300531
• Type: Registered investment adviser
• Location: 780 FIFTH AVENUE SOUTH, NAPLES, FL, 34102
• Phone: (239) 261-9033
• Latest filing: 2026-02-13
• Regulatory AUM: $91.4M
• Discretionary AUM: $91.4M
• Clients: 1
• Accounts: 124

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300531 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search