# Aulestia Wealth Management

Aulestia Wealth Management is a Multi Family Office based in Naples, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Naples, United States
- **Region:** North America
- **Address:** 780 5th Avenue South, Suite 200, Naples, FL, USA
- **Founded:** 2024
- **Assets under management:** 91 (Altss estimate)
- **Website:** www.aulestiawealth.com
- **LinkedIn:** https://www.linkedin.com/in/aulestiawealth

## Regulatory record

- **CRD number:** 300531
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-13T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300531

## About

Aulestia Wealth Management began operations in 2024 under founder Adam A. Aulestia. His prior roles at the Federal Reserve Bank, Citigroup and Morgan Stanley Private Client Group supplied the capital-markets and advisory experience that shaped the firm. The firm allocates across private equity, real estate, direct co-investments and alternative venture models. It covers seed through late-stage opportunities. Geographic reach includes North America, Europe, Asia and South America. No specific portfolio holdings or co-investors appear in public records. Aulestia maintains one office in Naples, Florida. The firm also operates the Aulestia Foundation for philanthropic activity. No headcount, additional offices or dated operational events from the last 24 months are documented. Succession and governance details remain undisclosed. The structure centers on the founder’s personal advisory history rather than an inherited family enterprise.

## Sectors

- PropTech

## People

- Adam A. Aulestia — Founder

## Questions

### Who runs investment decisions at Aulestia Wealth Management?

Founder Adam A. Aulestia directs investment decisions. His background includes corporate finance at the Federal Reserve Bank and advisory work at Citigroup and Morgan Stanley Private Client Group.

### Does Aulestia Wealth Management participate in fund commitments or only direct deals?

The firm uses direct co-investments, SPVs, private equity and real estate alongside alternative VC models. No fund-commitment activity is recorded.

### What investment stages does Aulestia Wealth Management typically target?

Confirmed stages include seed, early stage, growth and late stage.

## Related profiles

- [Thompson Creek Wealth Advisors](https://altss.com/profile/thompson-creek-wealth-advisors)
- [Latymer Foundation at Hammersmith](https://altss.com/profile/latymer-foundation-at-hammersmith)

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Last updated: 2026-07-06T01:24:11.843Z

Canonical page: https://altss.com/profile/aulestia-wealth-management

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