Serving US and International Clientele
A Trusted Partner for Entrepreneurs and the Ultra-High Net Worth
Our Founder
Adam A. Aulestia is the founder of Aulestia Wealth Management, Inc., bringing nearly three decades of experience in investment and finance. A seasoned wealth management advisor, angel investor, venture capital partner, and corporate finance expert, Adam offers a unique, multifaceted approach to financial strategy, enhanced by his international experience.
Adam has worked with global clients, handling complex investment management strategies and foreign currency transactions across multiple markets. His international expertise allows him to provide clients with a broader perspective on global financial opportunities.
A graduate of the University of Delaware with a BSBA in Finance and a minor in Economics, Adam’s career spans influential roles in corporate finance at the Federal Reserve Bank and Citigroup, and as an advisor at Morgan Stanley’s Private Client Group.
In 2009, Adam founded Aulestia Wealth Management, an independent Registered Investment Advisor (RIA), to better serve the growing needs of his clients. His expertise in wealth management, corporate finance, venture capital, and international finance allows him to provide a deeply analytical perspective that sets him apart in an industry often dominated by sales-driven approaches. With a focus on optimizing financial decisions, Adam helps clients navigate complex financial landscapes and maximize their wealth-building potential.
