Firm profile

AURORA PRIVATE WEALTH, INC.

TOTOWA, NJCRD 281604Latest ADV March 27, 2026

Aurora Private Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Totowa, NJ. Its latest Form ADV filing, dated March 27, 2026, reports $374M in regulatory assets under management, 25 employees, 13 offices, and 1,508 accounts.

Assets Under Management
$374M
Employees
25
Offices
13 offices
Total Clients
1,508
Primary office
TOTOWA, NJ
999 RIVERVIEW DRIVE, SUITE 201, TOTOWA, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOTimothy L. Smith
CCOTonya M. Coutant

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 94.6% of total clients.
Top client categories% of clientsClients
1
Individuals
94.6%
1,427
2
HNWI
5.4%
81

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$374Mas of March 27, 2026
Discretionary100.0%
$374M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$374M
Total Accounts1,508
10Y AUM Change+$365M (+3997.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees25
Clients per Employee60:1
10Y Employee Change+22 (+733.3%)

* 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.