# ATON Financial

ATON Financial is a Bank / Wealth / Trust based in San Juan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Juan, United States
- **Region:** North America
- **Address:** San Juan, PR, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** atonfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/aton-financial-llc

## Regulatory record

- **CRD number:** 173070
- **SEC file number:** 801-112925
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173070

## About

ATON Financial was established in 2014 as a wealth manager and registered investment adviser headquartered in San Juan, Puerto Rico. The firm provides investment advisory, financial planning, and portfolio management on a fee basis. It serves individuals, trusts, and corporations through discretionary and non-discretionary mandates. Its stated strategy centers on buyouts. No information on team size, additional offices, or vehicles beyond the core RIA is available. No operational events from the last 24 months are recorded. Public sources contain no details on sourcing methods, governance structure, or succession arrangements.

## Questions

### Who runs investment decisions at ATON Financial?

No named principals or investment committee members are identified in available records.

### What asset classes does ATON Financial deploy into?

The firm lists buyout as its strategy but provides no further breakdown of asset classes or holdings.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/aton-financial

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