Aureum Wealth Management, LLC
Firm details
- Headquarters
- North Palm Beach, Florida
- CRD number
- 272027
- Registered since
- May 24, 2024
- Website
- aureumwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI91.98%
- Individuals7.79%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Aureum Wealth Management, LLC is an independent registered investment adviser that describes itself as a capital allocator serving both individual and institutional clients. The firm offers a mix of financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting and selection-of-other-advisers services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The adviser reports active ESG investing as part of its approach and is organized as a limited liability company; its SEC registration is documented beginning in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Cash & Cash Equivalents10%
- Private Funds9%
- Exchange Traded Equities8%
- US Government Bonds5%
Owners & executives
1 of 1
Thomas Quealy
CEO & Financial AdvisorCRD 1932474
Contacts
2 of 2
Partick Quealy
Research AnalystCRD 8247896
Cory Lyon
Partner, CCOCRD 6351648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$201M in ETFs
81%
$163M
13%
$38M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $14.6M | 122,599 | 7.25% |
Location
North Palm Beach, FL
Palm Beach
Location
North Palm Beach, FL
Headquartered in North Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 772 Us Highway 1
- Time zone
- ET (UTC-5)
- Office locations
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