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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AURELIUS FAMILY OFFICE, LLC

CRD 323016

BEDFORD, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aafb23d4-979d-b688-49dc-de3c5f8184db

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 1
Observed: Sep 2, 2022 to Sep 17, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Aurelius Family Office, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $315MItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $305M
Private client RAUM: $304MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $63.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 1
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 167
Individual clients: 81
High net worth clients: 84
Custody, client assets: $83.0M
SEC number: 801-126682
CIK: 2053738
CRD: 323016
Filings on the tape: 28
First filed: Sep 2, 2022
Latest filed: Sep 17, 2026
Organised: Limited Liability Company, NH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK ANDREW WITASCHEK	n/a	Tullahoma, TN \| BEDFORD, NH	3	42	2	no
GREGORY GEORGE BARISHIAN	Certified Financial Planner	BEDFORD, NH \| Chepachet, RI	3	18	2	no
JACOB HARAS ALDEN	n/a	BEDFORD, NH	2	16	n/a	no
James Morgan Rogers	Chartered Financial Analyst	Shreveport, LA \| BEDFORD, NH	1	13	4	no
Lanita Lynn Wheetley	Certified Financial Planner	BEDFORD, NH \| Jonesboro, AR	0	11	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Winslow, Brenda, Lee	CHIEF COMPLIANCE OFFICER	Na	yes	07/2022	Sep 2, 2022	Nov 6, 2024
WITASCHEK, MARK, ANDREW	Member	E	yes	08/2021	Sep 2, 2022	Nov 6, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$315M	$305M	8	1	6	n/a	n/a
2024	Mar 3, 2025	$266M	$266M	9	5	5	n/a	n/a
2023	Mar 16, 2024	$237M	$237M	9	5	4	n/a	n/a
2022	Feb 14, 2023	$114M	$114M	6	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	20.0%	1	1	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$315M	$266M	18.6%	$114M	40.5%	8	9	5	5

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MCLEAN ASSET MANAGEMENT CORP.	2	Dec 31, 2022	Oct 3, 2022	BEDFORD, NH	Team lift out	RIA to new firm	11.1%

Relationships

Registered with (8)

← Lanita Lynn WheetleyAdvisorregistration: current employment
Jul 23, 2026 to presentfactForm ADV
← James Morgan RogersAdvisorregistration: current employment
Aug 12, 2025 to presentfactForm ADV
← JACOB HARAS ALDENAdvisorregistration: current employment
Feb 13, 2024 to presentfactForm ADV
← GREGORY GEORGE BARISHIANAdvisorregistration: current employment
May 16, 2023 to presentfactForm ADV
← MARK ANDREW WITASCHEKAdvisorregistration: current employment
Oct 3, 2022 to presentfactForm ADV
← Melissa A GeracimosAdvisorregistration: previous registration
Feb 27, 2025 to Jul 7, 2026factForm ADV
← TIMOTHY PETER MARCINEKAdvisorregistration: previous registration
Oct 4, 2022 to Apr 5, 2023factForm ADV
← ROBERT RICHARD CORDEAUAdvisorregistration: previous registration
Oct 3, 2022 to Jan 3, 2023factForm ADV

Controls (2)

← WITASCHEK, MARK, ANDREWOwnerMEMBER, ownership code E, individual
Sep 2, 2022 to Nov 6, 2024factForm ADV
← Winslow, Brenda, LeeOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 2, 2022 to Nov 6, 2024factForm ADV

Moved with (1)

← MCLEAN ASSET MANAGEMENT CORP.Registered adviser2 advisors, team lift out, same day
Dec 31, 2022 to Oct 3, 2022factForm ADV

Dated events

Occurred
Jul 7, 2026
Advisor changed firm
Melissa A Geracimos left Aurelius Family Office, Llc for Cetera Investment Advisers Llc (registered 2026-09-04)
Form ADVobserved 6 days ago
Occurred
Mar 16, 2024
Regulatory AUM changed
Aurelius Family Office, Llc reported RAUM $237.3M, up 109% from $113.6M (2023-12-26 to 2024-03-16)
Form ADVobserved 6 days ago
$124M
Occurred
Apr 5, 2023
Advisor changed firm
Timothy Peter Marcinek left Aurelius Family Office, Llc for Cambridge Investment Research Advisors, Inc. (registered 2023-04-13)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2023
Advisor changed firm
Robert Richard Cordeau left Aurelius Family Office, Llc for Mclean Asset Management Corp. (registered 2023-01-03)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2022
Team lift-out
2 advisors left Mclean Asset Management Corp. (Bedford, NH) for Aurelius Family Office, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Sep 2, 2022
First Form ADV filing
Aurelius Family Office, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aafb23d4-979d-b688-49dc-de3c5f8184db
First observed: Sep 2, 2022
Last observed: Sep 17, 2026 4 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AURELIUS FAMILY OFFICE, LLC

CRD 323016

BEDFORD, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aafb23d4-979d-b688-49dc-de3c5f8184db

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK ANDREW WITASCHEK

n/a

Tullahoma, TN | BEDFORD, NH

GREGORY GEORGE BARISHIAN

Certified Financial Planner

BEDFORD, NH | Chepachet, RI

JACOB HARAS ALDEN

n/a

BEDFORD, NH

n/a

James Morgan Rogers

Chartered Financial Analyst

Shreveport, LA | BEDFORD, NH

Lanita Lynn Wheetley

Certified Financial Planner

BEDFORD, NH | Jonesboro, AR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Winslow, Brenda, Lee

CHIEF COMPLIANCE OFFICER

yes

07/2022

Sep 2, 2022

Nov 6, 2024

WITASCHEK, MARK, ANDREW

Member

yes

08/2021

Sep 2, 2022

Nov 6, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$315M

$305M

n/a

2024

Mar 3, 2025

$266M

n/a

2023

Mar 16, 2024

$237M

n/a

2022

Feb 14, 2023

$114M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$315M

$266M

18.6%

$114M

40.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MCLEAN ASSET MANAGEMENT CORP.

Dec 31, 2022

Oct 3, 2022

BEDFORD, NH

Team lift out

RIA to new firm

11.1%