Aureum Wealth Management, LLC
● SEC registered since 2024CRD 272027SEC# 801-130362North Palm Beach, FL
Reg. AUM
$150.6M
Employees
4
Accounts
248
Location
North Palm Beach, FL
Aureum Wealth Management, LLC assets under management
Aureum Wealth Management, LLC is a registered investment adviser overseen by the SEC based in North Palm Beach, FL. The firm has been registered since 2024. It reports $150.6 million in regulatory assets under management and employs 4 people.
Aureum Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Francis Lyon | Chief Compliance Officer/Investment Advisor Representative | 10-25% | 2020 |
| The Fuoco Group Holdings, LLC Control | Managing Member | 50-75% | 2017 |
| Thomas Stephen Quealy Control | Ceo | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Aureum Wealth Management, LLC manage?
Aureum Wealth Management, LLC reports $150.6 million in regulatory assets under management on its Form ADV.
How many employees does Aureum Wealth Management, LLC have?
Aureum Wealth Management, LLC reports 4 employees.
Where is Aureum Wealth Management, LLC located?
Aureum Wealth Management, LLC is based in North Palm Beach, FL and has been SEC-registered since 2024.
Does Aureum Wealth Management, LLC disclose fund performance?
Aureum Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 772 US Highway One, Ste 100, North Palm Beach, FL 33408 |
| Phone | (561) 209-1120 |
| Fax | (561) 626-3454 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2093444 |
| Discloses disciplinary history | No |
Regulatory AUM
$150.6M▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$150.6Mregulatory AUM
Discretionary $150.6M