Overview
Assets Under Management: $151 million
Headquarters: NORTH PALM BEACH, FL
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Frequently Asked Questions
AUREUM WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #272027), AUREUM WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AUREUM WEALTH MANAGEMENT, LLC is headquartered in NORTH PALM BEACH, FL.
AUREUM WEALTH MANAGEMENT, LLC serves 42 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, AUREUM WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
AUREUM WEALTH MANAGEMENT, LLC manages $151 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, AUREUM WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 248
Discretionary Accounts: 248
Regulatory Filings
CRD Number: 272027
Filing ID: 2061821
Last Filing Date: 2026-02-27 12:42:27