Aureum Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$150,213,728
Clients
89
Advisors
3
of 4 employees
About
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.
Client services
Expertise
Fee options
Starting at $1,500 for a simple financial plan
$0 - $1,000,000: 1.90% $1,000,001 - $5,000,000: 1.40% $5,000,001+: 1.00%
$100 to $400 per hour (negotiable)
Main office
772 Us Highway One, Ste 100
North Palm Beach FL 33408
Advisors at this office
3
Most active in
California · Florida · Michigan · New York · Pennsylvania · Texas
Also doing business as
Affinity Asset Management · Aureum Wealth Management, LLC · Tfg Financial Advisors, LLC · The Affinity Group Of Companies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Cory L
Series 63, Series 65
North Palm Beach, FL
Aureum Wealth Management, LLC
Cory Lyon is a financial advisor at Aureum Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at TFG Financial Advisors, LLC, The Fuoco Group, and Hewins Financial Advisors, LLC. Aureum Wealth Management is an SEC-registered firm managing approximately $154 million for several hundred clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers tailored financial planning and portfolio management, incorporating fundamental, technical, and cyclical analysis alongside third-party managers and alternative investments through the iCapital network.
Thomas Q
Series 63, Series 65
North Palm Beach, FL
Aureum Wealth Management, LLC
Thomas Quealy is a financial advisor at Aureum Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TFG Financial Advisors, LLC since 2025, following a 35-year tenure at Nottingham Advisors Inc. Aureum Wealth Management is an SEC-registered advisory firm managing approximately $154 million for several hundred clients, including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides tailored financial planning and portfolio management services, emphasizing asset allocation and ongoing monitoring, and incorporates third-party managers and alternative investments through the iCapital network.
Partick Q
Series 65
North Palm Beach, FL
Aureum Wealth Management, LLC
Partick Quealy is a financial advisor at Aureum Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aureum, he worked at TFG Accounting and Tax and has a background that includes roles outside finance, such as at Buffalo Aquatics and Clarence High School. Aureum Wealth Management provides financial planning, portfolio management, and pension consulting services for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis, offers access to alternative investments through third-party sub-advisers, and incorporates AI tools in its investment process.
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