Exceptional Solutions for Exceptional Wealth.
Experience personalized strategies, open-architecture flexibility, and cutting-edge technology — all designed to simplify complexity and support your unique financial journey.
Sophisticated advice, high-touch service.
an exclusive wealth experience
Your Trusted Partner for Life’s Complexities.
At Auric Private Wealth, we combine decades of expertise with a passion for serving the unique needs of significant wealth.
As an independent firm, we offer objective advice with discretion, care, and an unwavering commitment to your success.
Your story is powerful.
You have a unique life story. That’s why we prioritize listening to and understanding you above all. By taking the time to learn about your goals, values, family, and all the complexities that define your wealth, we gain the insight needed to craft personalized strategies. These solutions can then align with your ambitions and simplify the intricacies of your financial life.
Advanced strategy for advanced Wealth
a curated suite of financial solutions.
Planning
for Ultra High Net Worth
Benefit from customized strategies designed by a Certified Private Wealth Advisor (CPWA) to manage significant family wealth.
Private Investments
& Alternatives
Access tax-efficient, institutional-caliber portfolios with private investments and alternatives, tailored by our CFA Charterholders.
Divorce Financial Planning
Receive compassionate guidance from a Certified Divorce Financial Analyst (CDFA) to achieve financial clarity during life transitions.
Exit & Transition Planning
Maximize your business exit with experienced guidance from a Certified Exit Planning Advisor (CEPA) to secure your financial legacy.
Flexible
Fee
Structures
Choose from flexible fee options, including hourly rates, retainers, or project-based pricing, for greater control and transparency.
Open-Architecture Investing
with Robust Institutional Support.
Enjoy the freedom and flexibility of boutique private wealth management, supported by the strength of industry-leading institutions.
Through our exclusive partnerships with trusted custodians like BNY Pershing, you benefit from top-tier compliance, advanced cybersecurity, and seamless operational excellence. This powerful combination allows us to focus on delivering bespoke strategies to grow, protect, and transition your wealth — giving you unparalleled confidence and control over your financial future.
A refined Process
Strategy Designed for Your Distinct Needs.
At Auric Private Wealth, we believe exceptional planning is the foundation for confident decisions and a life well-lived. Our process is deeply collaborative and meticulously tailored, ensuring every strategy reflects your unique aspirations. We provide unparalleled insight by drawing on top-tier expertise in the regulatory, investment, and economic landscape.
With seamless coordination alongside your trusted professional network, we deliver an elevated wealth experience designed to simplify complexity and enhance your financial journey.
1
Discovery
We take the time to truly understand your life, aspirations, and the complexities you face, ensuring every strategy starts with your vision and values.
2
Strategy Development
We craft personalized recommendations that combine advanced investment, tax, and risk management strategies to meet your distinct needs and goals.
3
Implementation
We execute each solution with precision, aligning every detail with your priorities to deliver a seamless and efficient experience.
4
Continuous Monitoring
We proactively refine your strategy, protecting your wealth and capturing new opportunities as your life and the financial landscape evolves.
An elevated private wealth experience.
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Michael Mittman, CFA, CEPA, CPWA®, CDFA®
Co-Founder
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Arman Melikian, CFA
Co-Founder
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Paul Larance
Vice President – Financial Planning
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Patti Rizzi
Associate – Client Service
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Audrey Williams
Executive Assistant
Connect
Let’s discuss your
Tailored strategy.
Contact our team to discuss how we can help navigate the complexities of your financial life.
Colorado Office
2679 Main St, Suite 300-766 Littleton, CO 80120
California Office
500 N Brand Blvd, Suite 2000 Glendale, CA 91203