AUREUM WEALTH MANAGEMENT, LLC
SEC RegisteredAn Elevated Approach to Investing
About the firm
Aureum Wealth Management was founded based on the need for a more elevated and exclusive investment experience. They have created a unique process through which high-net-worth individuals and enterprises can channel their wealth, using customizable and integrated solutions to realize their financial goals. Their process includes leveraging strategic partnerships, tax efficiency, and institutional level research for excellence in portfolio design.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private Client Services including comprehensive income tax, financial, and estate planning solutions, wealth transfer and preservation planning; Retirement Plan Services; and Financial Planning.
Who they serve
High-net-worth individuals and families, family office entities, business owners and entrepreneurs, as well as enterprises seeking customized wealth management solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $12M |
| High Net Worth Individuals | 42 | $138M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.90% |
| Next $4,000,000 | 1.40% |
| Over $5,000,000 | 1.00% |
Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AUREUM WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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