AUREUM WEALTH MANAGEMENT, LLC

CRD 272027 · SEC 801-130362

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772 US HIGHWAY ONE, STE 100, NORTH PALM BEACH, FL, 33408, United States

Phone

(561) 209-1120

Fax

(561) 626-3454

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.6M

Discretionary AUM

$150.6M

Team

4 total employees; 3 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-04-17

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersSUB-ADVISORY SERVICES

Client types

Type	Clients	AUM
Individuals	47	$11.7M
High net worth individuals	42	$138.5M
Corporations/business entities	2	$347K

States served

CA, MI, NY, PA, TX, FL

All web addresses on file

https://aureumwealthmanagement.com/

Official SEC filing: View on IAPD