AEVITAS WEALTH MANAGEMENT, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,475	$533.6M
Non-Discretionary	4	$12.5M
Total	1,479	$546.0M

Clients

Type	Number	RAUM
Individuals	164	$176.5M
HNW Individuals	230	$354.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$12.5M
Charitable organizations	<5	$1.2M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$889,294
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-68051
SEC ERA File Number	801-68051
SEC CIK Numbers	1722117
SEC CRD Numbers	143873
Legal Entity Identifier	None

Principal Office

10 LAUREL AVE.
SUITE 100
WELLESLEY HILLS
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic