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 began SEC registration in 2024. The firm operates as a limited liability company owned by a domestic entity and individuals and positions itself as a capital allocator for both high-net-worth individuals and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, and the selection of sub-advisers. Fee arrangements are flexible and include asset-based fees, hourly billing, fixed fees and other structures. The firm identifies as an active ESG investor.
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
Cory Lyon
Partner, CCOCRD 6351648
Partick Quealy
Research AnalystCRD 8247896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$205M in ETFs
78%
$159M
17%
$46M
| 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 | $15M | 121,978 | 7.31% |
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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