Aulestia Wealth Management

Overview

Aulestia Wealth Management, Inc. is based in Naples, Florida, and also operates under the business name Aulestia Ventures.¹⁷ The firm describes its work as independent and privately owned.⁴ Its website identifies entrepreneurs, wealthy individuals and families as its clientele, with a focus on entrepreneurs and ultra high net worth individuals.⁴ The firm says it serves clients in the United States and internationally.⁴

History

Florida corporate records list an effective date of September 28, 2009.² The firm says Adam A. Aulestia founded it in 2009.⁵ The Florida corporate record lists Adam A. Aulestia as registered agent and officer or director.² The firm’s Florida corporate status is listed as active.²

The firm’s Florida registration as an investment adviser is shown as approved effective August 19, 2021.¹ Its Maryland registration is shown as approved effective April 30, 2019.¹

Timeline

1. 2009Florida corporate records list an effective date of September 28, 2009.
2. 2019Its Maryland registration is shown as approved effective April 30, 2019.
3. 2021The firm’s Florida registration as an investment adviser is shown as approved effective August 19, 2021.

Leadership

Adam A. Aulestia is identified by the firm as founder.⁵ His listed roles include wealth management advisor, angel investor, venture capital partner and corporate finance expert.⁵ The firm says he has handled global clients, complex investment management strategies and foreign currency transactions.⁵ He holds a Bachelor of Science in Business Administration in Finance and a minor in Economics from the University of Delaware.⁵ His prior career includes corporate finance roles at the Federal Reserve Bank and Citigroup.⁵ He also held an advisory role with Morgan Stanley’s Private Client Group.⁵

Services

The firm offers investment management for public and private investment portfolios.⁴ It describes its family office service as a flexible model shaped around client needs.⁴ The firm says this model is intended to streamline the complexity associated with traditional family offices.⁴

Business management services include entity formation, cash management and cash flow logistics.⁴ The firm assists with evaluating business deals and investment term sheets.⁴ It describes itself as a buffer and due diligence partner for potential investment opportunities.⁴ The website says the firm may enter business and investment deals alongside clients.⁴

Estate planning assistance includes helping clients navigate techniques and strategies before coordinating with their estate planner.⁴ A third party summary of the latest Form ADV also lists financial planning, portfolio management for individuals or small businesses and pension consulting among the firm’s services.⁶

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Private and alternative investments
• Cross-border planning

Client focus

The firm’s website positions its services for entrepreneurs, wealthy individuals and families.⁴ It highlights entrepreneurs dealing with financial exits, including business sales, private equity investments or growth equity transactions.⁴ The firm says its clientele includes both United States and international clients.⁴

Investment philosophy and approach

The firm characterizes its approach as analytical and focused on optimizing financial decisions.⁴ It says its investment management work covers both public and private portfolios.⁴ The firm also describes a role in evaluating potential business and investment opportunities and conducting due diligence.⁴

FAQs

Related resources

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• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate planning topics. Families and entrepreneurs can use these materials to prepare questions about transferring assets, coordinating investment decisions, and addressing estate needs across generations, including situations involving substantial or internationally connected holdings.

• Network siteFamilyOffices.com

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• GuideThe annual MFO review

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Sources

1. SEC IAPD firm summary , accessed October 23, 2026.
2. Florida Division of Corporations record , accessed October 23, 2026.
3. Aulestia Wealth current disclosure , accessed October 23, 2026.
4. Aulestia Wealth website , accessed October 23, 2026.
5. Aulestia Wealth founder information , accessed October 23, 2026.
6. Indyfin Form ADV summary , accessed October 23, 2026.
7. Aulestia Wealth business name disclosure , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.