Aurelius Family Office
aurelius.net Layer unknown
Aurelius Family Office is an SEC-registered investment advisory and fiduciary firm based in Bedford, New Hampshire, providing wealth management, tax, retirement and transition planning to high-net-worth families. It builds diversified, passively indexed portfolios for clients using mutual funds, ETFs and cash reserves.
Aurelius Family Office is an asset manager headquartered in Bedford, NH, United States.
“We focus on creating a well-diversified, passively indexed portfolio aligned with your risk tolerance and financial goals.”
— Aurelius Family Office, own website
- Layer
- Layer unknown
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Bedford, NH, United States
- Invests in
- U.S.
Team, as Aurelius Family Office publishes it
- Mark Witaschek Founder & Managing Principal
- Brenda Winslow, AIF® Chief Operating Officer & Chief Compliance Officer
- Greg Barishian, CPA, CFP® Director, Tax Planning
- Anita Wheetley, MBA, CFP®, CPWA®, EA Director, Financial Planning
- Morgan Rogers, CFA, CAIA Director, Investment Operations
- Jake Alden Financial Planning Associate
- Heather Wolfe, FPQP™ Managing Director, Operations
- Billie Jo McDermott Operations Associate
- Katie Straka Senior Operations Associate
Names and roles exactly as listed on aurelius.net. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Aurelius Family Office publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://aurelius.net/name, type, status
- https://aurelius.net/about/is_investor, hq_country, hq_city, invests_in_geographies, thesis_quote, description
- https://aurelius.net/meet-the-team/people
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Record 14006 · added 2026-10-20 · link last verified 2026-10-21 · confidence medium
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