Aureum Wealth Management, LLC

Aureum Wealth Management provides financial planning, discretionary and non-discretionary portfolio management, sub‑advisory services, and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and business entities. The firm also offers investment policy statement preparation, ongoing monitoring, and participant education for self‑directed retirement plans.

The firm tailors advice to each client’s goals and uses a mix of fundamental, technical, and cyclical analysis with both long‑ and short‑term strategies, monitoring portfolios continuously and rebalancing as conditions or circumstances change. Aureum may recommend or hire third‑party sub‑advisers, accesses alternative and private fund offerings via the iCapital platform, and discloses use of AI tools and related AI risk in its methods and systems.

Aureum is a small, two‑advisor firm managing roughly $150 million in discretionary assets while providing advisory services over an additional ~$154 million, and it accepts pooled investment vehicles and private fund investments—an arrangement that is statistically uncommon among similar supported firms. The firm is affiliated with an accounting and tax consulting business (Fuoco Group, LLC) and discloses reciprocal referral relationships, and it also serves as a sub‑advisor to other advisers by managing model portfolios on a discretionary basis.