Aurea Investments LLC

Overview

Aurea Investments LLC is a small, privately held limited liability company that provides financial planning and discretionary portfolio management services targeted at individuals and small businesses. The firm operates on a percentage-of-AUM fee model and is owned by an individual. Its regulatory filings indicate state registration in Illinois and Wisconsin; it is not registered with the SEC. Aurea reports no active ESG investment program, does not serve as a pension consultant or capital allocator, and is classified as unclassified in the available snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices