Aaron Wealth Advisors Llc
- Regulatory AUM
- $4.3B
- Discretionary
- $4.0B
- Clients
- 176
- Avg AUM / client
- $24.4M
- Accounts
- 1,672
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $3.7M | 0.09% |
| High net worth individuals | 115 | $3.3B | 76.4% |
| Pension and profit sharing plans | 1 | $1.5M | 0.03% |
| Charitable organizations | 44 | $978M | 22.8% |
| Insurance companies | 1 | $4.9K | 0.0% |
| Corporations and other businesses | 3 | $29.7M | 0.69% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Evan Hirschberg | Managing Member, Chief Executive Officer | Jul 2018 (8y) | 75% or more | |
| Konstantine William Andrakakos | Chief Investment Officer/Chief Compliance Officer/President | CFA | Sep 2018 (8y) | Less than 5% |
| Jennifer Goff Barry | Chief Administrative Officer | CFP CFA | Jan 2021 (6y) | Less than 5% |
| Alexander Eugene Fedynsky | Managing Director, Investment Advisor, Wealth Planner | Jan 2022 (5y) | Less than 5% | |
| Vincent Dominic Barone | Registered representative | Feb 2019 (7y) | ||
| Adrianna Stasiuk | Registered representative | Oct 2020 (6y) | ||
| Toby Patrick Stannard | Registered representative | CFA | Oct 2020 (6y) | |
| Tomasz Gogola | Registered representative | CFA | Jun 2023 (3y) | |
| Matthew Robert Mcbroom | Registered representative | CFP | Sep 2023 (3y) | |
| Christopher Michael Conmy | Registered representative | May 2026 (0y) | ||
| Nicholas Grossi | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $3.7B (87% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗