Multi-Family OfficeRIA · CRD 272027SEC-Registered

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Aureum Wealth Management

AUREUM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in NORTH PALM BEACH, FL, registered since 2024. The firm manages approximately $151...

Aureum Wealth Management

AUREUM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in NORTH PALM BEACH, FL, registered since 2024. The firm manages approximately $151 million in regulatory assets. It has 4 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at Aureum Wealth Management?

No named principals or investment decision-makers are publicly identified for Aureum Wealth Management. The firm has no known website, LinkedIn page, or regulatory filing that lists leadership. Without named operators, allocators cannot evaluate the team's experience or track record.

What is Aureum's investment strategy?

Aureum's investment strategy is undocumented in public sources. There is no known disclosure of asset-class preferences, stage coverage, or geographic focus. The firm has not cited any portfolio companies, deals, or co-investors.

Is Aureum structured as a single family office or multi-family office?

Public records classify Aureum Wealth Management, LLC as a multi-family office, but the structure is unverifiable beyond its legal registration. The firm provides no information on the number of families served, ownership structure, or whether it operates as an SEC-registered investment adviser.

Does Aureum participate in fund commitments or direct deals?

There is no public evidence that Aureum participates in fund commitments, direct deals, or any investment activity. The firm has disclosed no partnerships, co-investments, or GP relationships.

What sectors does Aureum target?

No sector preferences have been publicly stated by Aureum Wealth Management. The firm does not publish investment theses or sector tags.

Where does the underlying wealth come from?

The source of wealth managed by Aureum is undisclosed. No family name, industry, or wealth origin has been linked to the firm in public records.

How can allocators evaluate Aureum's track record?

Without disclosed AUM, deployments, or portfolio holdings, allocators cannot assess Aureum's track record. The firm's lack of public presence means due diligence must rely on direct outreach, but no contact information is available.

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