Investment adviser · CRD 272027
AUREUM WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
NORTH PALM BEACH, FL, United States · Form ADV filed Apr 17, 2026
- Regulatory AUM
- $151M Form ADV · Item 5.F
- Client accounts
- 248 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 42 | $138,490,866 | 92.0% |
| Individuals | 47 | $11,722,862 | 7.8% |
| Corporations & businesses | 2 | $347,099 | 0.2% |
Filing source
Form ADV 2090724 · Apr 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
772 US HIGHWAY ONE, STE 100NORTH PALM BEACH, FL, 33408, United States
CRD 272027
Filing source
Form ADV 2090724 · Apr 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.