Auour Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woburn, MA. Its latest Form ADV filing, dated March 25, 2026, reports $378M in regulatory assets under management, 7 employees, and 833 accounts.
Assets Under Management
$378M
Employees
7
Offices
--
Total Clients
375
Primary office
WOBURN, MA
400 TRADECENTER, SUITE 3990, WOBURN, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
296
2
HNWI
17.9%
67
3
Corporations
2.1%
8
4
Charitable
0.8%
3
5
Pension Plans
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$378Mas of March 25, 2026
Discretionary93.7%
$354M
94% of total RAUM93.7%
Non-discretionary6.3%
$24M
6% of total RAUM6.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$378M
Total Accounts833
10Y AUM Change+$247M (+187.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee54:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.