SourcingSourcing

AUREUM WEALTH MANAGEMENT, LLC

A72
CRD 272027·SEC 801-130362·NORTH PALM BEACH, FL
AUM
$150.6M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$452K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AUREUM WEALTH MANAGEMENT, LLC
CRD
272027
SEC file #
801-130362
EIN
474258095
DBA names
—

Economics

AUM
$150.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$154.5M → $150.6M▼ -3%
Client mix
Individuals Other47
Individuals High Net Worth42
Corporations2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
4 advisors → 3 advisors▼ -25%
Primary office
NORTH PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
aureumwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE FUOCO GROUP HOLDINGS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
THE FUOCO GROUP HOLDINGS, LLC
QUEALY, THOMAS, STEPHEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AUREUMWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2025-04-24T20:48:52Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002093444
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-28
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002093444-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
772 US HIGHWAY ONESUITE 100NORTH PALM BEACH, FL 33408
Business
772 US HIGHWAY ONESUITE 100NORTH PALM BEACH, FL 33408
Edgar EIN
474258095
Edgar Recent Filings
13F-HR2026-04-22 · 0002093444-26-000002
13F-HR2026-01-28 · 0002093444-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-24T20:48:52Z
Rdap Domain Last Changed
2025-11-07T20:23:39Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
LYON, CORY, FRANCIS
IAR · Direct Owner · 17.5%
6351648
QUEALY, THOMAS, STEPHEN
IAR · Direct Owner · 17.5%
1932474
Partick Michael Quealy
IAR
8247896