# Auctus Wealth Management

Auctus Wealth Management is a Bank / Wealth / Trust based in Philadelphia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Philadelphia, United States
- **Region:** North America
- **Address:** Philadelphia, PA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** auctuswealth.com
- **LinkedIn:** https://www.linkedin.com/company/auctus-wealth-managemen

## Regulatory record

- **CRD number:** 160036
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160036

## About

Auctus Wealth Management is an independent, full-service investment advisory and wealth management firm dedicated to growing and preserving the wealth of its clients through customized portfolio solutions. The firm creates financial plans designed to help clients achieve their financial goals and emphasizes personalized service and long-term relationships. It takes a balanced, global approach to building customized portfolios.

## People

- Sasha Coviello — Founder & Wealth Advisor
- Joe Krall CPA — Chief Tax Consultant

## Questions

### What is Auctus's investment approach for private markets?

Auctus builds private-market exposure through fund commitments to external managers and select direct co-investments, rather than operating in-house funds. The firm's open-architecture model allows it to allocate across venture capital, growth equity, buyout, special situations, and private credit. This approach avoids the conflicts that arise when a wealth manager also serves as a GP.

### Does Auctus have its own proprietary investment products?

Based on its RIA structure and fiduciary mandate, Auctus does not appear to manufacture or distribute proprietary funds. This distinguishes it from bank-affiliated wealth platforms and asset managers that cross-sell in-house products. The firm's revenue is primarily fee-based advisory compensation, aligning its incentives with client outcomes.

### What types of clients does Auctus typically serve?

Auctus targets high-net-worth families, along with select institutional clients. The firm's service model emphasizes after-tax returns, multi-generational planning, and bespoke portfolio construction. Its Philadelphia base anchors it in a region with concentrated old-economy wealth, including families tied to manufacturing, real estate, and professional services.

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Last updated: 2026-08-11T15:06:04.815Z

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