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Partick Michael Quealy

Aureum Wealth Management, LLC

North Palm Beach, FL

CRD 8247896

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Employer firm

Aureum Wealth Management, LLC CRD 272027

$151M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Aureum Wealth Management, Llc

772 Us Highway One Ste 100, North Palm Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-15
  • FL RA
    APPROVED
    Since 2026-04-15

Branch Locations

772 Us Highway One Ste 100, North Palm Beach, FL 33408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buffalo Aquatics Buffalo NY 12/2019 07/2023
Tfg Accounting And Tax North Palm Beach FL 07/2023 05/2025
Aureum Wealth Management, Llc North Palm Beach FL 05/2025 Present
Clarence High School Clarence NY 01/2016 12/2019
  • 12/2019 → 07/2023
    Buffalo Aquatics
    Buffalo, NY
  • 07/2023 → 05/2025
    Tfg Accounting And Tax
    North Palm Beach, FL
  • 05/2025 → Present
    Aureum Wealth Management, Llc
    North Palm Beach, FL
  • 01/2016 → 12/2019
    Clarence High School
    Clarence, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-21
  • S65 Uniform Investment Adviser Law Examination
    2026-03-21

View on SEC IAPD

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