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| Aureum Wealth Management LLC
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|---|---|
| CRD # | 272027 |
| SEC # | 801-130362 |
| CIK # | 0002093444 |
| AUM | 150.6 M (2026-04-17) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-209-1120 |
| Address | 772 US Highway One North Palm Beach, FL 33408 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 6.6 | ||
| iShares Comex Gold Trust | 2.4 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 11.7 |
| (b) Individuals (high net worth individuals) | 42 | 138.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 248 | 150.6 |
| By Discretionary | ||
| Discretionary | 248 | 150.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 248 | 150.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.6 | |
| Total | 248 | 150.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002093444] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Veritas Wealth Partners LLC
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Marathon Wealth Management Inc
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North Woods Asset Management LLC
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1015 Capital Partners LLC
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|
Auerbach Investment Services LLC
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PA | 150.2 M |
|
ICOM Advisors LLC
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|
191 Godwin Associates Inc D/B/A Godwin Capital Management
✚
|
NJ | 150.1 M |