Aurum Wealth Management Group LLC

Aurum Wealth Management Group LLC (CRD# 134628) is a financial advisory firm headquartered in Mayfield Village, OH. They manage $1,005,928,846 in 2,629 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,006
    MILLION
  • Total Number of Accounts
    2,629
    ACCOUNTS
  • Average Account Value
    $382,628
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

CA, CO, CT, FL, GA, IL, MD, MI, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Aurum Wealth Management Group LLC
Showing 1 - 10 of 21 top financial advisors.
1
Chris D. Bart
CRD#: 2581031
6685 Beta Drive, Mayfield Village, OH 44143

Chris Bart (CRD# 2581031) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 25 years of experience in the finance industry.

2
Robert D. Coode
CRD#: 2651720
6685 Beta Drive, Mayfield Village, OH 44143

Robert Coode (CRD# 2651720) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 24 years of experience in the finance industry.

3
Robert E. Coode
CRD#: 1013467
6685 Beta Drive, Mayfield Village, OH 44143

Robert Coode (CRD# 1013467) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 27 years of experience in the finance industry.

4
Shaun D. Cox
CRD#: 6353045
6685 Beta Drive, Mayfield Village, OH 44143

Shaun Cox (CRD# 6353045) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 3 years of experience in the finance industry.

5
Wendy L. Eldridge
CRD#: 4586114
6685 Beta Drive, Mayfield Village, OH 44143

Wendy Eldridge (CRD# 4586114) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 8 years of experience in the finance industry.

6
Thomas J. Filomeno
CRD#: 4331342
6685 Beta Drive, Mayfield Village, OH 44143

Thomas Filomeno (CRD# 4331342) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 19 years of experience in the finance industry.

7
Michael Granito
CRD#: 6871657
6685 Beta Drive, Mayfield Village, OH 44143

Michael Granito (CRD# 6871657) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 2 years of experience in the finance industry.

8
Richard M. Marciano
CRD#: 6069709
185 Asylum Street, 25th Floor, Hartford, CT 06103

Richard Marciano (CRD# 6069709) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Hartford, CT and has over 8 years of experience in the finance industry.

9
Michael T. McKeown
CRD#: 4807983
6685 Beta Drive, Mayfield Village, OH 44143

Michael McKeown (CRD# 4807983) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 15 years of experience in the finance industry.

10
Kenneth E. Mears
CRD#: 1184209
6685 Beta Drive, Mayfield Village, OH 44143

Kenneth Mears (CRD# 1184209) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 31 years of experience in the finance industry. Kenneth Mears has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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