NORTH PALM BEACH, FLCRD 272027Latest ADV April 17, 2026
Aureum Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Palm Beach, FL. Its latest Form ADV filing, dated April 17, 2026, reports $151M in regulatory assets under management, 4 employees, 1 office, and 248 accounts.
Assets Under Management
$151M
Employees
4
Offices
1 office
Total Clients
91
Primary office
NORTH PALM BEACH, FL
772 US HIGHWAY ONE, STE 100, NORTH PALM BEACH, FL, United States
Top client segmentIndividuals represent 51.6% of total clients.
Top client categories% of clientsClients
1
Individuals
51.6%
47
2
HNWI
46.2%
42
3
Corporations
2.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of April 17, 2026
Discretionary100.0%
$151M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$151M
Total Accounts248
10Y AUM Change+$39M (+34.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.