Aevitas Wealth Management is an investment advisor in Wellesley Hills with $617.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
465405818
SEC advisor number
801-68051
FINRA CRD number
143873
AUM ?
$546.04 mm
(as of 20 Mar 23)
Accounts
1,479
(as of 20 Mar 23)
Employees
5
(4 investment advisory or research)
Address
Aevitas Wealth Management
10 LAUREL AVE.
SUITE 100
WELLESLEY HILLS
MA 02481
10 LAUREL AVE.
SUITE 100
WELLESLEY HILLS
MA 02481
Phone
7812391180
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21
13F-HR
Quarterly holdings report by institutional manager
22 Jul 21
13F-HR
Quarterly holdings report by institutional manager
29 Apr 21
13F-HR
Quarterly holdings report by institutional manager
19 Jan 21
13F-HR
Quarterly holdings report by institutional manager
22 Oct 20