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AUREUM WEALTH MANAGEMENT, LLC
NORTH PALM BEACH, FL
(561) 209-1120
SEC #801-130362Total AUM
$150.6M
Employees
4Clients
91Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
772 US HIGHWAY ONE
STE 100
NORTH PALM BEACH
FL 33408
United States
STE 100
NORTH PALM BEACH
FL 33408
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
(561) 209-1120
Other Offices
1
Financials
Total AUM
$150.6M
Accounts
248Discretionary
$150.6M
Accounts
248Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
47AUM
$11.7M
HNW Individual Clients
42AUM
$138.5M
Corporation or Business Clients
2AUM
$347.1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERRAL FEES
Compliance
Disclosures
None reported
State Registrations
CAFLMINYPATX
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.