Aan Wealth Advisors Llc
State-registered
Wealth Manager · Small ($100M–$1B)
CRD 300652
· SEC file 801-136623
· Canton, OH
· www.aanwealthadvisors.com
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ADV data as of Jun 01, 2026
- Regulatory AUM
- $130M
- Discretionary
- $130M
- Clients
- 229
- Avg AUM / client
- $568K
- Accounts
- 525
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 172 | $38.0M | 29.2% |
| High net worth individuals | 57 | $92.0M | 70.8% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Troy Atkinson | Registered representative | Mar 2019 (7y) | ||
| Daniel Troy Stidham | Registered representative | Jan 2020 (7y) | ||
| Denise Alene Grace | Registered representative | Oct 2023 (3y) | ||
| Susan Marie Morrison | Registered representative | CFP | Nov 2023 (3y) | |
| Joshua Allan Postlewaite | Registered representative | Jan 2024 (3y) | ||
| Olivea Genesis Jett | Registered representative | Mar 2024 (2y) | ||
| Jeremy Nathan Pizzolato | Registered representative | Jun 2024 (2y) | ||
| Douglas Anthony Sanders | Registered representative | Jan 2025 (2y) | ||
| Stephen B Leitzell | Registered representative | CFP Chartered Financial Consultant | Mar 2025 (1y) | |
| Jesse Allan Mays | Registered representative | Aug 2025 (1y) | ||
| Joshua David Rochon | Registered representative | CFP | Apr 2026 (0y) |
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) | 06/01/2026 | 1.23 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $130M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗