Mark Witaschek
Aurelius Family Office · Bedford, New Hampshire
Mark Witaschek is a fee-only financial advisor at Aurelius Family Office in Bedford, New Hampshire. Mark 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 |
| SEC registration | Investment adviser representative in NH, TN, TX · CRD 1200467 |
| Exams passed | Series 63 (1984) · Series 65 (2011) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.aurelius.net |
| Profile |
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Questions about Mark
Is Mark Witaschek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?
Mark's firm, Aurelius Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Mark charge?
According to Aurelius Family Office's website, checked October 30, 2026: no asset minimum.
Does Mark work with clients virtually?
Yes. Aurelius Family Office says on its website that it works with clients remotely.
Where is Mark Witaschek based?
Mark Witaschek is based in Bedford, New Hampshire.
What does Mark specialize in?
Mark's specialties include retirement planning, tax planning, family wealth transfer, estate & legacy planning and divorce financial planning. Mark works with multi-generational families.
Is Mark Witaschek registered with the SEC?
Yes. Mark Witaschek is registered as an investment adviser representative in NH, TN and TX (CRD 1200467), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Aurelius Family Office manage?
Aurelius Family Office reports $315.3M across 167 accounts in assets under management.
How do I contact Mark Witaschek?
Through Mark'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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