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They include 47 individual clients, 42 high-net-worth individuals, and 2 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aureum Wealth Management offer?","answer":"Aureum Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Aureum Wealth Management charge?","answer":"Aureum Wealth Management charges 1.00%–1.90% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aureum Wealth Management use?","answer":"Aureum Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $151M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aureum Wealth Management have?","answer":"Aureum Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aureum Wealth Management invest in?","answer":"At the end of its last fiscal year, Aureum Wealth Management’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 3% exchange-traded equities, 3% state and local bonds, 3% investment grade corporate bonds and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aureum Wealth Management?","answer":"Aureum Wealth Management is owned through a holding company by Luigi Fuoco. Its direct owners are Cory Lyon (10% to 25%), the Fuoco Group Holdings, LLC (50% to 75%) and Thomas Quealy (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aureum Wealth Management get paid?","answer":"Aureum Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Aureum Wealth Management?","answer":"Aureum Wealth Management’s main office is at 772 US Highway One, Ste 100, North Palm Beach, FL 33408. Its phone number is 561-209-1120. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}