# Aureum Wealth Management, LLC

> Aureum Wealth Management, LLC is an SEC-registered investment advisory firm in North Palm Beach, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 272027
- Filed as: AUREUM WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/272027
- AdvisorCensus page: https://advisorcensus.com/firm/aureum-wealth-management-llc-north-palm-beach-fl-272027

## Quick answers

**How is Aureum Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aureum Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Aureum Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Flat fee: $1,500 (simple plan with an estimated 10 hours of planning work); Hourly rate: $100 to $400 an hour (Financial plans that require additional work). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aureum Wealth Management, LLC located?**
Aureum Wealth Management, LLC's principal office is in North Palm Beach, FL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Aureum Wealth Management, LLC registered with the SEC or a state?**
Aureum Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 272027.

**How much does Aureum Wealth Management, LLC manage?**
Aureum Wealth Management, LLC reports $150,560,827 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (100% discretionary).

**How have Aureum Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Aureum Wealth Management, LLC: Regulatory assets under management: $111,899,107 in the October 2024 data and $150,560,827 in the October 2026 data, up 35%. Total employees: 5 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aureum Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (42); corporations or other businesses not listed above (2).

**Which custodians does Aureum Wealth Management, LLC use?**
Aureum Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Aureum Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/272027

**What changed in Aureum Wealth Management, LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in CA, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Flat fee: $1,500 (simple plan with an estimated 10 hours of planning work)

> For stand-alone financial planning services, Aureum Wealth charges a negotiable fixed fee that starts at $1,500 for a simple plan with an estimated 10 hours of planning work.

- Hourly rate: $100 to $400 an hour (Financial plans that require additional work)

> Financial plans that require additional work are billed at an hourly rate of $100 to $400.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $150,560,827
- Discretionary: $150,560,827
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $11,722,862 |
| High net worth individuals | 42 | $138,490,866 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $347,099 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MI, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Hauppauge, NY

### Websites listed on Form ADV (Item 1.I)
- aureumwealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $111,899,107 | 5 | July 3, 2024 |
| October 2025 | $154,484,042 | 5 | June 3, 2025 |
| October 2026 | $150,560,827 | 4 | April 17, 2026 |

Regulatory assets under management: $111,899,107 in the October 2024 data and $150,560,827 in the October 2026 data, up 35%.
Total employees: 5 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in CA, PA.

### March 2026
- Employees performing advisory functions went from 4 to 3.

### January 2026
- No longer lists the business name The Affinity Group of Companies.
- No longer lists the business name Affinity Asset Management.

### December 2025
- Changed its legal name from TFG Financial Advisors, LLC to Aureum Wealth Management, LLC.
- No longer lists an office in Plymouth, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aureum Wealth Management, LLC (CRD 272027): Form ADV filing data as of October 2026.