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, LLC-structured registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional and business accounts, positioning itself as a capital allocator that blends traditional wealth management advice with third-party manager selection. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of other advisers. Aureum employs a mix of fee arrangements—percentage of assets under management, hourly billing, fixed fees and other structures—and identifies as an active ESG investor, indicating environmental, social and governance factors are incorporated into its investment process.
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 1THOMAS QUEALY
CEO & Financial AdvisorCRD 1932474
Contacts
2 of 2Partick 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 57Active vs passive
$177M in ETFs
78%
$139M
16%
$38.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $11.9M | 211,159 | 6.75% |
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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