Aeternitas Investment Management provides portfolio management for individuals and small businesses.
Aeternitas Investment Management reports 66 clients. They include 51 high-net-worth individuals and 15 individual clients. Of its assets, 95.9% ($165M across 66 accounts) are managed with discretion; $7.05M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | 4% |
| High-net-worth individuals | 77% | 92% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 15 | $7.53M | 4.4% | $502K |
| High-net-worth individuals | 51 | $158M | 91.5% | $3.1M |
| Pension and profit-sharing plans | Fewer than 5 | $7.05M | 4.1% | — |
| Total | 66 | $173M | 100% | — |
- Clients
- 15
- Regulatory AUM
- $7.53M
- AUM share
- 4.4%
- Avg. per client
- $502K
- Clients
- 51
- Regulatory AUM
- $158M
- AUM share
- 91.5%
- Avg. per client
- $3.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.05M
- AUM share
- 4.1%
- Avg. per client
- —
Total
- Clients
- 66
- Regulatory AUM
- $173M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Aeternitas Investment Management charges 1.00% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Fee details and sources
Joseph Weidenburner owns 75% or more of Aeternitas Investment Management. The leadership team of Aeternitas Investment Management includes President Joseph Weidenburner. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Aeternitas Investment Management, LLC
Joseph Weidenburner
Control person · since September 2025
Besides its headquarters, Aeternitas Investment Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 85 S. Main St, Suite 203, YardleyHQ
Contact and registration details
- Legal name
- Aeternitas Investment Management, LLC
- Headquarters
- 85 S. Main St, Suite 203, Yardley, PA 19067
- Website
- aeternitasinvest.com
- Phone
- 267-394-7872
- SEC file
- 801-136781
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Aeternitas Investment Management’s named custodian for separately managed accounts is Fidelity ($173M). Aeternitas Investment Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $173M100%
At year end, Aeternitas Investment Management’s separately managed accounts were mostly in stocks (85%).
What the accounts hold
- Stocks85%
- Bonds8%
- State and local bonds6%
- U.S. government and agency bonds2%
- Cash7%
How many clients does Aeternitas Investment Management have?
Aeternitas Investment Management has 66 clients and manages $173 million for them, as of July 2026. They include 51 high-net-worth individuals and 15 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 July 2026
What services does Aeternitas Investment Management offer?
Aeternitas Investment Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Aeternitas Investment Management charge?
Aeternitas Investment Management charges 1.00% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Source: AETERNITAS BROCHURE SEPTEMBER 2025, filed 18 June 2026
Which custodians does Aeternitas Investment Management use?
Aeternitas Investment Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $173M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 July 2026
How many financial advisors does Aeternitas Investment Management have?
Aeternitas Investment Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aeternitas Investment Management invest in?
At the end of its last fiscal year, Aeternitas Investment Management’s separately managed accounts held 85% exchange-traded equities, 7% cash and equivalents, 6% state and local bonds and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aeternitas Investment Management?
Aeternitas Investment Management’s direct owner is Joseph Weidenburner (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 July 2026
How does Aeternitas Investment Management get paid?
Aeternitas Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aeternitas Investment Management?
Aeternitas Investment Management’s main office is at 85 S. Main St, Suite 203, Yardley, PA 19067. Its phone number is 267-394-7872. Its website is aeternitasinvest.com.