RIA Intel›Advisers›Rhode Island›M. W. ARAGAO INVESTMENT ADVISORS, LLC

M. W. ARAGAO INVESTMENT ADVISORS, LLC

Advisory

CUMBERLAND, RI

Data as of Apr 20, 2026 · Source: SEC Form ADV

Rank in RI

#86

of 90 advisers by AUM

Average account

$98K

across 477 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients653

Team

Total Employees5

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InRI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

653 clients

The full client-type breakdown and the share of AUM each category represents.

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