Aurea Investments LLC

Overview

Aurea Investments LLC is a small, individually owned limited liability advisory firm that bills clients as a percentage of assets under management. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports registrations in Illinois and Wisconsin and does not position itself as an allocator to external capital managers. Aurea is not an active ESG investor, and its business classification is listed as unclassified. The firm’s operating model appears focused on direct portfolio management and planning rather than large-scale institutional consulting or third-party fund distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices