AUREUM WEALTH MANAGEMENT, LLC

CRD 272027File 801-130362

APPROVED

Retail clients

Filing as of Apr 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$150.6M

Bottom 25% of cohort (national)

Discretionary AUM

$150.6M

Clients

248 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: May 24, 2024
Principal office: 772 US HIGHWAY ONE, STE 100, NORTH PALM BEACH, FL, 33408
Phone: (561) 209-1120
Website: https://aureumwealthmanagement.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $150.6M
Discretionary AUM: $150.6M
Non-discretionary AUM: $0
Discretionary accounts: 248
Non-discretionary accounts: 0
Total accounts: 248
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$347K
High net worth individuals	42	$138.5M
Individuals (other than high net worth individuals)	47	$11.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — THIRD PARTY REFERRAL FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.