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Aan Wealth Advisors LLC

CRD 300652SEC# 801-136623Canton, OH
Export (members)
No longer SEC-registered. Aan Wealth Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$130M
Employees
10
Accounts
525
Location
Canton, OH

Aan Wealth Advisors LLC assets under management

Aan Wealth Advisors LLC is an SEC-registered investment adviser based in Canton, OH. It reports $130 million in regulatory assets under management and employs 10 people.
View on SEC.gov ↗

Aan Wealth Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Beth Hall ControlChief Financial OfficerUnder 5%2019
Joshua Allan Postlewaite ControlCio/CcoUnder 5%2023
Robert Hall ControlOwnerOver 75%2019

Frequently asked questions

How much does Aan Wealth Advisors LLC manage?

Aan Wealth Advisors LLC reports $130 million in regulatory assets under management on its Form ADV.

How many employees does Aan Wealth Advisors LLC have?

Aan Wealth Advisors LLC reports 10 employees.

Where is Aan Wealth Advisors LLC located?

Aan Wealth Advisors LLC is based in Canton, OH.

Does Aan Wealth Advisors LLC disclose fund performance?

Aan Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4450 Belden Village Ave NW, Suite 704, Canton, OH 44718
Office hoursMon-Thurs 9a.m.-5p.m.; Fri 9a.m.-1p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$130M
Non-discretionary$0
Total (RAUM)$130M