# Aurelius Investment Advisory

Aurelius Investment Advisory is an Asset Manager based in Bedford, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Bedford, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** aurelius.net

## Regulatory record

- **CRD number:** 329320
- **SEC file number:** 802-129409
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329320

## About

Aurelius Family Office is an investment advisory and fiduciary firm based in Bedford, NH, providing personalized wealth management and comprehensive financial planning. The firm specializes in generational wealth transfer, retirement planning, tax planning, and transition planning, serving clients nationwide through virtual and in-person meetings. Aurelius constructs globally diversified portfolios combining low-cost indexing with select active management, guided by a fiduciary commitment to put client interests first.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning

## Questions

### What investment strategy does Aurelius Investment Advisory pursue?

The firm's investment strategy is not publicly disclosed. SEC filings do not specify an asset-class focus, investment stage, or approach to direct deals versus fund commitments. No marketing materials, interviews, or client disclosures are available in the public domain.

### Who runs investment decisions at Aurelius Investment Advisory?

No named investment professionals are associated with Aurelius Investment Advisory Inc. in public records. The firm's SEC registration does not list a chief investment officer, managing principal, or portfolio manager, and no executive names appear in news coverage or professional directories.

### Does Aurelius Investment Advisory have any known portfolio holdings?

There are no publicly reported portfolio holdings for Aurelius Investment Advisory Inc. No 13F filings, direct-investment announcements, or co-investor disclosures link the firm to any specific company or asset.

### How large is Aurelius Investment Advisory by assets under management?

The firm's assets under management are not publicly disclosed. Standard regulatory filings do not include an AUM figure that can be independently verified, and no financial press or data vendor has published an estimate.

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Last updated: 2026-08-14T12:30:00.000Z

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