# Ausperity Private Wealth

Ausperity Private Wealth is a Bank / Wealth / Trust based in Moorestown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Moorestown, United States
- **Region:** North America
- **Address:** Moorestown, NJ, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** ausperity.com
- **LinkedIn:** https://www.linkedin.com/company/ausperityprivatewealth

## Regulatory record

- **Reports private funds:** No

## About

Ausperity Private Wealth is a wealth management firm founded in 2021 in Moorestown, New Jersey. The company serves pre-retirees, retirees, corporate executives, business owners, and multigenerational families. Its services include budgeting, retirement savings, and tax-minimization strategies.

## Questions

### Does Ausperity Private Wealth manage proprietary funds?

The firm's name and wealth-management structure suggest an open-architecture approach. That means the firm sources investment products—mutual funds, ETFs, separately managed accounts—from third-party asset managers rather than building its own in-house funds. Advisors select external managers based on client-specific planning needs.

### What is Ausperity's geographic focus?

Based in Moorestown, New Jersey, the firm's primary service area extends across the Mid-Atlantic, particularly the Philadelphia metropolitan area and coastal New Jersey. The location allows it to serve clients who prefer a suburban advisory relationship close to home rather than a center-city office in Philadelphia or Manhattan.

### How is Ausperity Private Wealth different from a large private bank?

Ausperity functions as a boutique advisory firm rather than a large institutional bank. It is not tied to a proprietary product shelf or bank balance sheet, which reduces conflicts of interest in portfolio construction. Its lean structure prioritizes a concentrated roster of families and a personalized service model over a mass-affluent client count.

## Related profiles

- [Atlantic Financial Group](https://altss.com/profile/atlantic-financial-group)
- [Austen Capital](https://altss.com/profile/austen-capital)

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

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