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Aurelius Family Office LLC
Aurelius Family Office LLC is a registered investment adviser headquartered in Bedford, New Hampshire. Founded in 2022, the firm is primarily owned by Mark Witaschek and provides wealth management, financial planning, and trustee services. Serving primarily high net worth individuals, families, and pension/profit sharing plans, the firm has a staff of 9 professionals. Aurelius Family Office emphasizes a holistic, client-focused approach and offers additional legal and financial planning services through third-party partnerships.
Investment Strategy
Aurelius Family Office LLC provides comprehensive wealth management and financial planning, with discretionary management of client investment portfolios. The firm focuses on personalized investment strategies tailored to meet the specific goals and risk profiles of individual clients and families. They include trustee services, customized portfolio management, and financial planning. The firm partners with legal service providers for estate planning solutions as part of a holistic service package. Investments are typically long-term and diversified to address preservation of capital, growth, and multi-generational wealth transfer.
Latest 13F Filing Activity
Aurelius Family Office LLC filed their most recent 13F report on Sep 30, 2025 disclosing 49 equity positions with a total 13F market value of $225M. The fund increased holdings in Dimensional Etf Trust, Vanguard Index FDS, Dimensional Etf Trust among other positions. Aurelius Family Office LLC reduced exposure to Ishares TR, Microsoft Corp., Ishares TR among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 15.87% | $35.7M | 58,246 | $539.10 | $612.38 | +$1.8M |
D DFAC | DIMENSIONAL ETF TRUST | 12.31% | $27.7M | 717,161 | $34.59 | $38.57 | +$1.9M |
B BNDW | VANGUARD SCOTTSDALE FDS | 10.37% | $23.3M | 334,477 | $68.26 | $69.66 | +$904.7K |
D DFCF | DIMENSIONAL ETF TRUST | 8.21% | $18.5M | 431,739 | $41.37 | $42.76 | +$1.2M |
V VGLT | VANGUARD SCOTTSDALE FDS | 5.21% | $11.7M | 205,903 | $55.55 | $56.86 | +$896.1K |
Industry Allocation
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