Auriex Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Auriex Wealth Advisors LLC provides investment management and financial planning to individuals and high‑net‑worth clients and also serves employer plan sponsors with retirement plan services. Its offerings include discretionary portfolio management across equities, fixed income, mutual funds, ETFs, and written financial plans delivered on either an ongoing or project basis.
The firm operates as a fee‑only adviser and generally constructs portfolios using asset allocation and modern portfolio principles, employing a mix of passive and active strategies as appropriate to client goals and risk tolerance. It works with clients through personalized discussions to set objectives, risk profiles, and tax or estate considerations, and typically recommends an independent custodian for trade execution and custody.
Compared with many peers, the firm’s brochure discloses two uncommon features: the principal is licensed and active as a real estate agent affiliated with a broker and also operates a separate tax/bookkeeping business, and the firm provides ERISA retirement‑plan management and will act as a 3(38) investment manager for plan sponsors. The firm is newly formed and currently reports no assets under management; its outside business activities are disclosed and described as optional for clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
Fee options
Project-Based Financial Planning: $500 - $6,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Ongoing Financial Planning: $200 - $500 per month
Account minimum: $7,000 Fee-only: Financial Planning: Initial fee $1 - $2,000; Ongoing Financial Planning $200 - $500 per month; Project-Based Financial Planning $500 - $6,000 fixed fee
Main office location
Auriex Wealth Advisors LLC
New York NY, United States
Number of offices
1
Most active in
Auriex Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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