AUREUM WEALTH MANAGEMENT, LLC
CRD #272027 SEC #801-130362 NORTH PALM BEACH, FL (561) 209-1120
SEC Registered
Total AUM
$154.5M
Discretionary
$154.4M
Employees
5
Clients
1
Accounts
765
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $154.5M | $154.4M | $106.4K | 5 | 3 |
| Nov 2025 | $154.5M | $154.4M | $106.4K | 5 | 3 |
| Oct 2025 | $154.5M | $154.4M | $106.4K | 5 | 3 |
| Jun 2025 | $154.5M | $154.4M | $106.4K | 5 | 3 |
| May 2025 | $154.5M | $154.4M | $106.4K | 5 | 3 |
| Mar 2025 | $154.5M | $154.4M | $106.4K | 5 | 3 |
| Jan 2025 | $111.9M | $110.6M | $1.3M | 5 | 0 |
| Jul 2024 | $111.9M | $110.6M | $1.3M | 5 | 0 |
| Jun 2024 | $111.9M | $110.6M | $1.3M | 5 | 0 |
| Apr 2024 | $111.9M | $110.6M | $1.3M | 5 | 0 |
DateDec 2025
Total AUM$154.5M
Discretionary$154.4M
Non-Disc.$106.4K
Employees5
Clients3
DateNov 2025
Total AUM$154.5M
Discretionary$154.4M
Non-Disc.$106.4K
Employees5
Clients3
DateOct 2025
Total AUM$154.5M
Discretionary$154.4M
Non-Disc.$106.4K
Employees5
Clients3
DateJun 2025
Total AUM$154.5M
Discretionary$154.4M
Non-Disc.$106.4K
Employees5
Clients3
DateMay 2025
Total AUM$154.5M
Discretionary$154.4M
Non-Disc.$106.4K
Employees5
Clients3
DateMar 2025
Total AUM$154.5M
Discretionary$154.4M
Non-Disc.$106.4K
Employees5
Clients3
DateJan 2025
Total AUM$111.9M
Discretionary$110.6M
Non-Disc.$1.3M
Employees5
Clients0
DateJul 2024
Total AUM$111.9M
Discretionary$110.6M
Non-Disc.$1.3M
Employees5
Clients0
DateJun 2024
Total AUM$111.9M
Discretionary$110.6M
Non-Disc.$1.3M
Employees5
Clients0
DateApr 2024
Total AUM$111.9M
Discretionary$110.6M
Non-Disc.$1.3M
Employees5
Clients0