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Aaron Wealth Advisors

Updated today

Client assets under management

$3,278,804,064

Clients

127

91% high-net worth

Advisors

9

of 16 employees

Firm type

Multi Team

Clients per advisor

14

Very Low

Average account size

$25,817,355

About

Aaron Wealth Advisors serves business owners, entrepreneurs, sophisticated individuals, multi‑generational families, and family offices with discretionary and non‑discretionary portfolio management, investment consulting, and standalone financial consulting engagements. The firm advises across a wide set of investments — including mutual funds, ETFs, options, structured products, limited partnerships, real estate, and digital assets — and also provides trustee services for certain client accounts.

The firm delivers tailored investment advice and typically manages client portfolios on a discretionary basis, applying modern portfolio theory alongside option overlay strategies such as put‑writing, call‑writing and a collateral yield enhancement overlay. Aaron Wealth uses a third‑party platform (Dynasty/DWM) to access separate managed accounts and independent managers, and discloses that option writing notional exposure is included in its regulatory AUM calculations and risk management.

Distinctive aspects of the practice include a client mix that extends beyond high‑net‑worth individuals and family offices to institutional relationships (including insurance company clients), an emphasis on high‑touch, standalone consulting and planning engagements rather than a broad retail financial‑planning offering, and custody arrangements for certain digital assets (custodied at Gemini through an SMA platform). The firm also operates with an affiliated insurance advisory entity and routinely uses platform and third‑party manager arrangements, which can affect how services are delivered and billed.

Client services

Portfolio management Selection of other advisers Financial consulting

Expertise

Options & derivatives strategies Real estate investing

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fee for financial planning and consulting services, negotiable, generally with a minimum fee of $50,000

Percentage

Annual fee up to 1.25%, negotiable

Other

Account minimum: $10,000,000 Minimum fee: Minimum fee of $50,000 to open and maintain an advisory account, negotiable and may be waived

Main office location

Aaron Wealth Advisors

515 N. State St., Suite 1770

Chicago IL 60654, United States

Number of offices

3

Most active in

Arizona · California · Colorado · Illinois · Indiana · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alexander F

Series 66

Chicago, IL

Aaron Wealth Advisors

Alexander Fedynsky is a financial advisor at Aaron Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and Goldman Sachs AYCO Personal Financial Management. Fedynsky serves on the advisory board of the Ukrainian Museum-Archive Inc., a cultural museum. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology and portfolio construction principles, including option-writing strategies, and offers specialized services such as insurance advisory and digital-asset custody.

Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

Tomasz G

CFA®, Series 63, Series 66

Chicago, IL

Aaron Wealth Advisors

Tomasz Gogola is a CFA® charterholder with nine years of industry experience. He currently works at Aaron Wealth Advisors and has previously held roles at Mainstreet Investment Advisors, Equitable Advisors, Wells, Roselieb & Raia Management, Axa Advisors, and LBMZ Securities. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology and portfolio construction strategies, including option-writing overlays, and provides specialized services such as insurance advisory coordination, trustee services, and digital-asset custody.

Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

Matthew M

CFP®, Series 66

Chicago, IL

Aaron Wealth Advisors

Matthew Mcbroom is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Aaron Wealth Advisors, where he has worked since 2023. Prior to this, he was with SBC Wealth Management and UBS Financial Services Inc. Mcbroom has also served as managing member of LJM, LLC, an inactive real estate investment entity. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology platforms and applies portfolio construction principles including option overlay strategies, and it provides specialized services such as insurance-advisory coordination, trustee services, and digital-asset custody.

Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

Vincent B

Series 66

Chicago, IL

Aaron Wealth Advisors

Vincent Barone is a financial advisor at Aaron Wealth Advisors with nine years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services and the University of Kentucky. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology platforms and portfolio construction techniques, including option-writing strategies, and offers services such as trustee arrangements and digital-asset custody.

Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

Adrianna S

Series 63, Series 65

Chicago, IL

Aaron Wealth Advisors

Adrianna Stasiuk is a financial advisor at Aaron Wealth Advisors with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for eight years. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology platforms and a variety of investment strategies, including option-writing, and offers specialized services such as insurance advisory and digital-asset custody.

Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

Konstantine A

CFA®, Series 66

Chicago, IL

Aaron Wealth Advisors

Konstantine Andrakakos is a CFA® charterholder with 14 years of industry experience. He is currently with Aaron Wealth Advisors, where he has worked since 2018. His prior experience includes roles at Northern Trust Securities, Northern Trust Bank, and Deutsche Bank. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and select mergers-and-acquisitions advisory. The firm employs institutional technology platforms and applies portfolio construction principles such as Modern Portfolio Theory and overlay option strategies, while also providing specialized services including insurance-advisory coordination, trustee services, and digital-asset custody.

Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

Toby S

CFA®

Chicago, IL

Aaron Wealth Advisors

Toby Stannard is a CFA® charterholder based in Chicago, IL, with five years of industry experience. He has worked at Aaron Wealth Advisors since 2020 and previously was employed at Northern Trust from 2015 to 2019. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices, offering portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs an institutional technology platform and applies portfolio construction techniques including option-writing strategies, while also providing services such as trustee arrangements and digital-asset custody.

Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

Jennifer B

CFP®, CFA®, Series 63

Chicago, IL

Aaron Wealth Advisors

Jennifer Barry is a CFP® and CFA® with 29 years of industry experience. She has worked at Aaron Wealth Advisors since 2021 and previously spent 23 years at Citigroup Global Markets Inc. in Chicago, IL. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and mergers-and-acquisitions advisory, utilizing institutional technology and a range of investment strategies including option overlays and digital-asset custody.

Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

Gary H

Series 66

Chicago, IL

Aaron Wealth Advisors

Gary Hirschberg is a financial advisor with Aaron Wealth Advisors in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Goldman, Sachs & Co. for 12 years before joining Aaron Wealth Advisors in 2018. Hirschberg serves on the Board of Directors and Finance Committee of International Hillel and is a member of the investment committee of the Indianapolis Museum of Art. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and select mergers-and-acquisitions advisory. The firm employs institutional technology platforms and portfolio construction strategies, including option-writing, and offers specialized services such as insurance advisory coordination, trustee services, and digital-asset custody.

Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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