Aureus Wealth Management LLC
Aureus Wealth Management LLC (CRD# 168217) is a financial advisory firm headquartered in , . They manage $1,072,872 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Aureus Wealth Management LLC
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$153,267
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Aureus Wealth Management LLC
1
Patrick Duquenne (CRD# 5094204) is an Investment Advisor Representative working at Aureus Wealth Management LLC in Coral Gables, FL and has over 16 years of experience in the finance industry.
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