AEVITAS WEALTH MANAGEMENT, INC.

WELLESLEY HILLS, Massachusetts·2 registered advisors·CRD# 143873
SEC# 801-680510781-239-1180
01

Firm Overview

AUM
$546M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at AEVITAS WEALTH MANAGEMENT, INC.

2 registered advisors
Amy Zelman Resnic
WELLESLEY HILLS, Massachusetts
Michael Alan Schreiber
WELLESLEY HILLS, Massachusetts
05

Office Locations

WELLESLEY HILLS, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. AEVITAS WEALTH MANAGEMENT, INC. (CRD# 143873) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.