Anna Witten
Aurelius Family Office · Bedford, New Hampshire
Anna Witten is a fee-only financial advisor at Aurelius Family Office in Bedford, New Hampshire, who holds the CFP credential. Anna focuses on retirement planning, tax planning and family wealth transfer. Aurelius Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aurelius Family Office |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $315.3M across 167 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5964536 |
| Exams passed | Series 66 (2014) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.aurelius.net |
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Questions about Anna
Is Anna Witten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Aurelius Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anna charge for financial advice?
Anna's firm, Aurelius Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Anna charge?
According to Aurelius Family Office's website, checked October 30, 2026: no asset minimum.
Does Anna work with clients virtually?
Yes. Aurelius Family Office says on its website that it works with clients remotely.
Where is Anna Witten based?
Anna Witten is based in Bedford, New Hampshire.
What does Anna specialize in?
Anna's specialties include retirement planning, tax planning, family wealth transfer, estate & legacy planning and divorce financial planning. Anna works with multi-generational families.
What credentials does Anna Witten hold?
Anna Witten holds the CFP credential.
Is Anna Witten registered with the SEC?
Yes. Anna Witten is registered as an investment adviser representative in CO (CRD 5964536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aurelius Family Office manage?
Aurelius Family Office reports $315.3M across 167 accounts in assets under management.
How do I contact Anna Witten?
Through Anna's website, www.aurelius.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aurelius Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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