Aurelius Family Office provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, estate planning, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Aurelius Family Office reports 167 clients. They include 84 high-net-worth individuals, 81 individual clients, and 2 pension and profit-sharing plans. Of its assets, 96.7% ($305M across 166 accounts) are managed with discretion; $10.4M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 10% |
| High-net-worth individuals | 50% | 87% |
| Pension and profit-sharing plans | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 81 | $31M | 9.8% | $383K |
| High-net-worth individuals | 84 | $273M | 86.7% | $3.26M |
| Pension and profit-sharing plans | Fewer than 5 | $10.8M | 3.4% | $5.4M |
| Total | 167 | $315M | 100% | — |
- Clients
- 81
- Regulatory AUM
- $31M
- AUM share
- 9.8%
- Avg. per client
- $383K
- Clients
- 84
- Regulatory AUM
- $273M
- AUM share
- 86.7%
- Avg. per client
- $3.26M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.8M
- AUM share
- 3.4%
- Avg. per client
- $5.4M
Total
- Clients
- 167
- Regulatory AUM
- $315M
- 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
- 101–250
Aurelius Family Office charges 0.50%–1.25% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$2.5M | 1.00% |
| $2.5M–$5M | 0.80% |
| $5M–$10M | 0.70% |
| $10M and above | 0.50% |
Fee details and sources
Other fees
- Standalone Financial Planning and Consulting
- Billed as a fixed fee agreed in advance, generally $2,000 to $10,000 depending on the scope of services.
Mark Witaschek owns 75% or more of Aurelius Family Office. The leadership team of Aurelius Family Office includes Chief Compliance Officer Brenda Winslow. It has 8 employees, 1 of them in advisory roles.
Staff
- 8 employees
- 1 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Aurelius Family Office, LLC
Mark Witaschek
Control person · since August 2021
Aurelius Family Office’s regulatory assets grew 2.8× from $114M (May 2023) to $315M (September 2026); clients rose from 51 to 167 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $315M | 167 | 8 | 7 |
| Mar 2025March 2025 | $266M | 156 | 9 | 6 |
| Jun 2024June 2024 | $237M | 163 | 9 | 6 |
| May 2023May 2023 | $114M | 51 | 6 | 5 |
Besides its headquarters, Aurelius Family Office has 6 offices (6 private residences, listed without an address), with 1 listed address in 1 state.
New Hampshire · 1 listed address
- 3 Executive Park Drive, Suite 261, BedfordHQ
Contact and registration details
- Legal name
- Aurelius Family Office, LLC
- Headquarters
- 3 Executive Park Drive, Suite 261, Bedford, NH 03110
- Website
- aurelius.net
- Phone
- 603-413-6060
- @aurelius-family-office
- SEC file
- 801-126682
- Structure
- New Hampshire LLC
- Fiscal year end
- December
Aurelius Family Office’s named custodian for separately managed accounts is Axos Clearing ($268M). Aurelius Family Office has custody of $83M for 56 clients.
- Axos ClearingAxos Clearing LLC · Centennial, CO · $268M100%
At year end, Aurelius Family Office’s separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $254M across 49 positions; the largest are Vanguard Index Fds (16.6%), Dimensional ETF Trust (11.9%) and Vanguard Scottsdale Fds (10.1%).
What the accounts hold
- Stocks2%
- Funds94%
- Bonds1%
- Cash3%
How many clients does Aurelius Family Office have?
Aurelius Family Office has 167 clients and manages $315 million for them, as of September 2026. They include 84 high-net-worth individuals, 81 individual clients, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Aurelius Family Office offer?
Aurelius Family Office provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, estate planning, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Aurelius Family Office charge?
Aurelius Family Office charges 0.50%–1.25% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Source: AURELIUS FAMILY OFFICE, LLC ADV BROCHURE, filed 14 October 2026
Which custodians does Aurelius Family Office use?
Aurelius Family Office’s separately managed account assets are held at Axos Clearing LLC (Centennial, CO), with $268M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026
How many financial advisors does Aurelius Family Office have?
Aurelius Family Office has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 1 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 Aurelius Family Office invest in?
At the end of its last fiscal year, Aurelius Family Office’s separately managed accounts held 94% pooled vehicles (private funds and similar), 3% cash and equivalents, 2% exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aurelius Family Office?
Aurelius Family Office’s direct owner is Mark Witaschek (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does Aurelius Family Office get paid?
Aurelius Family Office is paid through a percentage of assets under management and fixed fees. 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 Aurelius Family Office?
Aurelius Family Office’s main office is at 3 Executive Park Drive, Suite 261, Bedford, NH 03110. Its phone number is 603-413-6060. Its website is aurelius.net.