AAN WEALTH ADVISORS LLC

AAN WEALTH ADVISORS LLC of CANTON, OH is an SEC-registered investment adviser (CRD 300652). Regulatory assets under management: $130.0M.

Registration

• CRD: 300652
• SEC file number: 801-136623
• Type: Registered investment adviser
• Location: 4450 BELDEN VILLAGE AVE NW, SUITE 704, CANTON, OH, 44718
• Phone: (888) 720-0360
• Latest filing: 2026-06-01
• Regulatory AUM: $130.0M
• Discretionary AUM: $130.0M
• Clients: 10
• Accounts: 525

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Charities, Other.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300652 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search