Aureus Wealth Management LLC

Aureus Wealth Management LLC (CRD# 168217) is a financial advisory firm headquartered in Miami, FL. They manage $7,867,893 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $414,100
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Aureus Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick O. Duquenne
CRD#: 5094204
1801 Ne 123rd Street, Suite 314, Miami, FL 33181
68
Wealthminder
score

Patrick Duquenne (CRD# 5094204) is an Investment Advisor Representative working at Aureus Wealth Management LLC in Miami, FL and has over 9 years of experience in the finance industry.

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