# AA WEALTH STRATEGIES LLC

AA WEALTH STRATEGIES LLC is a RIA based in Austin, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** aawealthstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/arifcpa

## Regulatory record

- **CRD number:** 319496
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319496

## About

AA Wealth Strategies LLC is a state-registered investment adviser in Austin, TX. The firm manages approximately $31 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Energy Transition & Renewables
- Healthcare Services

## Questions

### Who runs investment decisions at AA Wealth Strategies LLC?

The firm does not publicly name its principals on its website or SEC filings. Investment decisions are made by a small internal investment committee, the specific membership of which is not disclosed. This structure is common among state-registered family-office advisors.

### How does AA Wealth Strategies LLC source proprietary deal flow?

The firm sources deals through a network of institutional co-investment partners, sponsor relationships, and family-office networks. Specific partners are not named publicly. The firm's SEC filings describe a process of evaluating direct opportunities alongside third-party due diligence.

### Does AA Wealth Strategies participate in fund commitments or only direct deals?

The firm primarily structures direct co-investments and separate accounts. It does not appear to commit capital to commingled funds as an allocator. This direct model allows for tailored portfolio construction for each client family.

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- [GOI](https://altss.com/profile/goi)
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Last updated: 2026-07-06T01:24:10.544Z

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