Wealth manager, bank-affiliated · New York, NY
Ameraudi Asset Management, Inc.
SEC-registered investment adviser · CRD 119854 · SEC 801-115201
At a glance
Ameraudi Asset Management, Inc. is an SEC-registered investment adviser based in New York, New York, with $2.1 billion in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 888 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 747th of 8,915 wealth managers and 3,526th of 17,210 SEC-registered advisers by assets.
Main office 212-833-1090ameraudi.comAs filed on Form ADV
- Regulatory AUM
- $2.1B
- Rank among wealth managers
- #747 of 8,915
- Rank among all SEC RIAs
- #3,526 of 17,210
- Rank in New York
- #839 of 2,591
- Individual clients
- 888
- High-net-worth clients
- 832
- Accounts
- 1,339
- Discretionary
- 24% of AUM
- Employees
- 15
- Advisory staff
- 9
- Offices
- 2
Owners and executives on its Form ADV
- George J. AudiPresident
- Salim AbboudDirector
- Stefan JohanssonDirector
- Caylea R. Schmitz GursoyChief Compliance Officer
Custody and brokerage
4 custodians
- BNY Pershing$1.4B65%
- Stonex Financial$545M26%
- Charles Schwab$173M8%
- Interactive Brokers$8M<1%
Broker-dealer
Hybrid RIA
Ameraudi Asset Management, Inc. is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Ameraudi Investment Services LLC.
- Ameraudi Investment Services LLC ↗CRD 327842
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Ameraudi Investment Services as the broker-dealer its advisers are registered with.
ng investment advice on behalf of our firm are registered representatives with Ameraudi Investment Services, LLC, a securities broker-dealer, and a member of the Financial Industry Regulatory Authority and the Securities Investor Protectio
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 832 | $1.9B | 92% |
| Corporations or other businesses | 73 | $125M | 6% |
| Individuals | 56 | $20M | <1% |
| Charitable organizations | 6 | $19M | <1% |
| Banking or thrift institutions | 1 | $0M | <1% |
Disciplinary disclosures
Ameraudi Asset Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗ameraudi.com ↗
AtlasMembers
The full record on Ameraudi Asset Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 1,880 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Ameraudi Asset Management, Inc. manage?
Ameraudi Asset Management, Inc. reports $2.1 billion in regulatory assets under management across 1,339 accounts, 24% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Ameraudi Asset Management, Inc.?
Ameraudi Asset Management, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons.
Who are Ameraudi Asset Management, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($1.9 billion, 832 clients); corporations or other businesses ($125 million, 73 clients); individuals ($20 million, 56 clients).
Does Ameraudi Asset Management, Inc. have any disciplinary history?
Ameraudi Asset Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Ameraudi Asset Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →