FormDSignal
74

Aan Wealth Advisors LLC registers with the SEC (Canton, OH)

New SEC-registered adviser · CRD 300652 · 801-136623 · effective 2026-10-15

Effective 2026-10-15. 10 employees (10 advisory), $130M regulatory AUM across 525 accounts. Notice-filed in OH. Limited Liability Company (OH).

10+ employees

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance