Aeternitas Investment Management, LLC

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Client assets under management

$165,554,027

Clients

70% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,586,782

About

Aeternitas Investment Management provides fee-only, asset-based investment management for individually managed accounts to clients that may include individuals, families, trusts, businesses, and charitable organizations. The firm manages roughly $165.6 million for about 64 clients with two advisors and charges percentage-of-AUM management fees billed monthly.

The firm follows a systematic, technical trend-following approach that uses short-, medium-, and long-term moving averages and combines fundamental and global macro analysis to inform security selection and market timing. Aeternitas generally manages accounts on a discretionary basis, emphasizes concentrated portfolios with strict risk-management rules, and recommends a minimum advisory relationship size around $100,000.

Aeternitas is affiliated with a separate law practice whose services include estate planning, trusts, asset protection, and business law, and the brochure notes some client overlap between the advisory and legal practices—an arrangement that is uncommon among similar firms. The firm’s client composition is also atypical for its peer group in that it does not include non-high-net-worth or high-net-worth individual client categories, indicating a mix more weighted toward institutional, trust, business, or charitable relationships.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

Fee options

Percentage

1.00% annualized, billed monthly

Other

Account minimum: $100,000 Fee-only: Investment management fee only; no commissions or other compensation accepted

Main office location

Aeternitas Investment Management, LLC

85 S. Main St, Suite 203

Yardley PA 19067, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 2673947872

Advisors at this firm

Joseph W

Series 65

Yardley, PA

Aeternitas Investment Management, LLC

Joseph Weidenburner is the sole advisor at Aeternitas Investment Management, LLC, holding a Series 65 license with 12 years of industry experience. He previously worked at JRW Financial LLC and currently serves as COO and CIO of Apex Financial Advisors, Inc. He is also the managing member and attorney of Weidenburner Legacy Law, PLLC, an estate planning law practice. Aeternitas provides individualized investment management to individuals, families, trusts, charitable organizations, businesses, and corporations, using a systematic, technical trend-following approach that incorporates price-based signals, moving-average analysis, fundamental, and global macro factors. The firm offers quarterly account reviews and client reports and is affiliated with the separate law practice managed by Mr. Weidenburner.

Active portfolio management Concentrated stock management

Christine A

Series 66

Yardley, PA

Aeternitas Investment Management, LLC

Christine Ahearn is the sole advisor at Aeternitas Investment Management, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Apex Financial Advisors and Merrill Lynch. Aeternitas Investment Management provides individualized investment management services to individuals, families, trusts, charitable organizations, businesses, and corporations. The firm employs a systematic, technical trend-following approach that incorporates price-based signals, moving-average analysis, fundamental, and global macro analysis to manage portfolios comprising common stocks and a broad range of ETFs with explicit risk-management practices.

Active portfolio management Concentrated stock management

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