Aurum Wealth Management Group LLC

Aurum Wealth Management Group LLC (CRD# 134628) is a financial advisory firm headquartered in Mayfield Village, OH. They manage $453,197,066 in 206 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $2,199,986
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.

FL, NH, NY, OH, TX, VA

Financial Advisors at Aurum Wealth Management Group LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael R. Baker
CRD#: 5812095
6685 Beta Drive, Mayfield Village, OH 44143
96
Wealthminder
score

Michael Baker (CRD# 5812095) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 6 years of experience in the finance industry. Michael Baker 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.

2
Chris D. Bart
CRD#: 2581031
6685 Beta Drive, Mayfield Village, OH 44143
93
Wealthminder
score

Chris Bart (CRD# 2581031) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 21 years of experience in the finance industry.

3
Michael T. McKeown
CRD#: 4807983
6685 Beta Drive, Mayfield Village, OH 44143
93
Wealthminder
score

Michael McKeown (CRD# 4807983) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 11 years of experience in the finance industry.

4
Eric N. Wulff
CRD#: 2509562
6685 Beta Drive, Mayfield Village, OH 44143
93
Wealthminder
score

Eric Wulff (CRD# 2509562) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 21 years of experience in the finance industry.

5
Wendy L. Eldridge
CRD#: 4586114
6685 Beta Drive, Mayfield Village, OH 44143
90
Wealthminder
score

Wendy Eldridge (CRD# 4586114) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 4 years of experience in the finance industry.

6
Jacob C. Adamczyk
CRD#: 6285381
6685 Beta Drive, Mayfield Village, OH 44143
89
Wealthminder
score

Jacob Adamczyk (CRD# 6285381) 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.

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