{"url":"https://nivawealth.com/firms/aeternitas-investment-management-338936","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338936","regulatoryAum":172503179,"crd":"338936","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4695936","suffix":null,"lastName":"AHEARN","firstName":"CHRISTINE","middleName":"MARY"},{"crd":"6136484","suffix":null,"lastName":"WEIDENBURNER","firstName":"JOSEPH","middleName":"RUSSELL"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136781","legalName":"Aeternitas Investment Management, LLC","displayName":"Aeternitas Investment Management","slug":"aeternitas-investment-management-338936","website":"https://aeternitasinvest.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/aeternitas-investment-management-llc","founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"85 S. Main St, Suite 203","city":"Yardley","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19067"},"tradeNames":[],"registration":{"secApproved":"22 July 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2506795.984848485,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":172503179,"discretionary":165448535,"discretionaryAccounts":66,"nonDiscretionary":7054644,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":15,"regulatoryAum":7530811},{"label":"High-net-worth individuals","clients":51,"regulatoryAum":157917724},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":7054644}],"feePrograms":[{"role":"main","program":"Investment Management Fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048861","versionId":1048861,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-18","documentName":"AETERNITAS BROCHURE SEPTEMBER 2025","fee_rate_low":1,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:10:57.625377+00:00","documents":[{"name":"AETERNITAS BROCHURE SEPTEMBER 2025","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048861","versionId":1048861,"submittedOn":"2026-06-18"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":172503179}],"custodyNote":"Aeternitas Investment Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Joseph Weidenburner","title":"President/Managing Member, Chief Compliance Officer","crd":"6136484"}],"ownership":[{"label":"Joseph Weidenburner","detail":"President/managing member, chief compliance officer in the 75% or more ownership band and a control person, since September 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"85 S. Main St, Suite 203","city":"Yardley","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"267-394-7872","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":85},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":6},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"15 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338936/PDF/338936.pdf","brochureDate":"18 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048861","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Aeternitas Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aeternitas Investment Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Aeternitas Investment Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aeternitas Investment Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aeternitas Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aeternitas Investment Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aeternitas Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aeternitas Investment Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Aeternitas Investment Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 15 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}