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AARON WEALTH ADVISORS LLC, CRD 298079
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| GARY EVAN HIRSCHBERG | n/a | CHICAGO, IL | 7 | 20 | n/a | no |
| KONSTANTINE WILLIAM ANDRAKAKOS | Chartered Financial Analyst | CHICAGO, IL | 7 | 14 | 1 | no |
| VINCENT DOMINIC BARONE | n/a | CHICAGO, IL | 7 | 10 | 1 | no |
| ADRIANNA STASIUK | n/a | CHICAGO, IL | 5 | 14 | n/a | no |
| Toby Patrick Stannard | Chartered Financial Analyst | CHICAGO, IL | 5 | 11 | n/a | no |
| JENNIFER GOFF BARRY | Certified Financial Planner|Chartered Financial Analyst | CHICAGO, IL | 5 | 29 | n/a | no |
| ALEXANDER EUGENE FEDYNSKY | n/a | CHICAGO, IL | Newport Beach, CA | 4 | 21 | 1 | no |
| TOMASZ GOGOLA | Chartered Financial Analyst | CHICAGO, IL | 3 | 11 | 2 | no |
| MATTHEW ROBERT MCBROOM | Certified Financial Planner | Carmel, IN | CHICAGO, IL | 3 | 12 | 3 | no |
| CHRISTOPHER MICHAEL CONMY | n/a | CHICAGO, IL | Niwot, CO | 0 | 17 | 4 | no |
| Nicholas Grossi | n/a | CHICAGO, IL | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANDRAKAKOS, KONSTANTINE, | CHIEF INVESTMENT OFFICER/PRESIDENT | Na | yes | 06/2020 | Sep 3, 2026 | Sep 3, 2026 |
| FEDYNSKY, ALEXANDER, EUGENE | MANAGING DIRECTOR, INVESTMENT ADVISOR, WEALTH PLANNER | Na | yes | 12/2022 | Sep 3, 2026 | Sep 3, 2026 |
| HIRSCHBERG, GARY, EVAN | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER | E | yes | 07/2018 | Sep 3, 2026 | Sep 3, 2026 |
| BARRY, JENNIFER, GOFF | CHIEF ADMINISTRATIVE OFFICER | Na | no | 01/2024 | Mar 12, 2024 | Dec 10, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AARON INSURANCE ADVISORS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEWPORT BEACH | CA | United States | 1 | no |
| Carmel | In | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 20, 2026 | $4.3B | $4.0B | 16 | 9 | 2 | n/a | n/a |
| 2024 | Apr 8, 2025 | $2.6B | $2.3B | 16 | 9 | 2 | n/a | n/a |
| 2023 | Mar 12, 2024 | $2.0B | $1.7B | 16 | 9 | 2 | n/a | n/a |
| 2022 | Mar 15, 2023 | $1.6B | $1.3B | 13 | 8 | 1 | n/a | n/a |
| 2021 | Mar 22, 2022 | $1.1B | $929M | 11 | 7 | 1 | n/a | n/a |
| 2020 | Mar 24, 2021 | $634M | $488M | 10 | 7 | 0 | n/a | n/a |
| 2019 | Mar 13, 2020 | $575M | $381M | 6 | 4 | 0 | n/a | n/a |
| 2018 | Mar 21, 2019 | $213M | $123M | 6 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.3B | $2.6B | 64.5% | $1.6B | 39.2% | 16 | 16 | 3 | 2 |