Aurum Wealth Management Group LLC

Aurum Wealth Management Group LLC (CRD# 134628) is a financial advisory firm headquartered in Mayfield Village, OH. They manage $714,249,617 in 730 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    714
    MILLION
  • Total Number of Accounts
    730
    ACCOUNTS
  • Average Account Value
    $978,424
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, FL, MD, NC, NH, NY, OH, PA, SC, TX, VA

Financial Advisors at Aurum Wealth Management Group LLC
Showing 1 - 9 of 9 top financial advisors.
1
Alynne D. Zielinski
CRD#: 5819488
6685 Beta Drive, Mayfield Village, OH 44143
96
Wealthminder
score

Alynne Zielinski (CRD# 5819488) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 7 years of experience in the finance industry. Alynne Zielinski 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 23 years of experience in the finance industry.

3
Wendy L. Eldridge
CRD#: 4586114
6685 Beta Drive, Mayfield Village, OH 44143
93
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 5 years of experience in the finance industry.

4
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 12 years of experience in the finance industry.

5
Charles D. Moore
CRD#: 4399837
3320 W. Market Street #300, Fairlawn, OH 44333
93
Wealthminder
score

Charles Moore (CRD# 4399837) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Fairlawn, OH and has over 16 years of experience in the finance industry.

6
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 22 years of experience in the finance industry.

7
Jacob C. Adamczyk
CRD#: 6285381
6685 Beta Drive, Mayfield Village, OH 44143
90
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 4 years of experience in the finance industry.

8
Matthew J. Reghetti
CRD#: 5802305
3320 W. Market Street #300, Fairlawn, OH 44333
90
Wealthminder
score

Matthew Reghetti (CRD# 5802305) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Fairlawn, OH and has over 4 years of experience in the finance industry.

9
Perry D. Reghetti
CRD#: 3198735
3320 W. Market Street #300, Fairlawn, OH 44333
83
Wealthminder
score

Perry Reghetti (CRD# 3198735) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Fairlawn, OH and has over 19 years of experience in the finance industry.

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