Aureum Wealth Management, Llc
- Regulatory AUM
- $151M
- Discretionary
- $151M
- Clients
- 91
- Avg AUM / client
- $1.7M
- Accounts
- 248
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Apr 17, 2026
Investments (13F portfolio — 60 positions, $143,698,824)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $11,947,403 | 211,159 | 8.31% | 7.94% |
| 2 | Ishares Tr | CORE MSCI EAFE | $11,916,328 | 131,629 | 8.29% | 7.91% |
| 3 | Spdr Series Trust | STATE STREET SPD | $11,412,670 | 116,563 | 7.94% | 7.58% |
| 4 | Ishares Tr | MBS ETF | $8,754,485 | 92,201 | 6.09% | 5.81% |
| 5 | World Gold Tr | SPDR GLD MINIS | $6,568,384 | 70,864 | 4.57% | 4.36% |
| 6 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $6,347,545 | 111,989 | 4.42% | 4.22% |
| 7 | Ishares Tr | CORE HIGH DV ETF | $5,000,480 | 36,844 | 3.48% | 3.32% |
| 8 | First Tr Exchange Traded Fd | CORE INVESTMENT | $4,746,120 | 226,437 | 3.3% | 3.15% |
| 9 | Spdr Series Trust | STATE STREET SPD | $4,591,144 | 59,984 | 3.2% | 3.05% |
| 10 | Ishares Tr | CORE S&P MCP ETF | $4,320,130 | 63,974 | 3.01% | 2.87% |
| 11 | Janus Detroit Str Tr | HENDRSON AAA CL | $4,225,993 | 83,899 | 2.94% | 2.81% |
| 12 | Ishares Tr | CORE S&P SCP ETF | $4,200,311 | 33,789 | 2.92% | 2.79% |
| 13 | Ishares Tr | MSCI USA MIN VOL | $4,120,998 | 44,436 | 2.87% | 2.74% |
| 14 | Spdr Series Trust | STATE STREET SPD | $4,037,210 | 120,370 | 2.81% | 2.68% |
| 15 | Ishares Inc | CORE MSCI EMKT | $3,861,029 | 55,355 | 2.69% | 2.56% |
| 16 | Janus Detroit Str Tr | HENDERSON SECURI | $3,825,629 | 74,212 | 2.66% | 2.54% |
| 17 | Ishares Tr | RUS 1000 GRW ETF | $3,459,596 | 8,114 | 2.41% | 2.3% |
| 18 | Ishares Tr | RUS 1000 VAL ETF | $3,420,216 | 16,007 | 2.38% | 2.27% |
| 19 | Schwab Strategic Tr | US LRG CAP ETF | $3,380,660 | 131,851 | 2.35% | 2.25% |
| 20 | Bny Mellon Etf Trust | GLOBAL INFRASCTR | $2,756,759 | 61,894 | 1.92% | 1.83% |
| 21 | Franklin Templeton Etf Tr | FTSE CANADA | $2,621,716 | 53,570 | 1.82% | 1.74% |
| 22 | Vanguard Index Fds | REAL ESTATE ETF | $2,620,655 | 29,545 | 1.82% | 1.74% |
| 23 | Ishares Gold Tr | ISHARES NEW | $2,386,139 | 27,066 | 1.66% | 1.58% |
| 24 | Ishares Tr | ESG AW MSCI EAFE | $1,955,811 | 20,454 | 1.36% | 1.3% |
| 25 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $1,888,245 | 29,467 | 1.31% | 1.25% |
Top 25 of 60 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 47 | $11.7M | 7.79% |
| High net worth individuals | 42 | $138M | 92.0% |
| Corporations and other businesses | 2 | $347K | 0.23% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fuoco, Luigi, John | Managing Member | Sep 2015 (11y) | ≈ 37.5% – 75% via The Fuoco Group Holdings, Llc | |
| Wieseneck, Paul, Martin | Managing Principal | Jul 2017 (9y) | 10% – 25% | |
| Cory Francis Lyon | Chief Compliance Officer/Investment Advisor Representative | Mar 2020 (6y) | 10% – 25% | |
| Ferrara, Donna, Lynn | Shareholder | Sep 2021 (5y) | ≈ 2.5% – 7.5% via Dvm Advisors, Inc. | |
| Ferrara, Vincenzo, Nmn | President | Sep 2021 (5y) | ≈ 2.5% – 7.5% via Dvm Advisors, Inc. | |
| Thomas Stephen Quealy | Registered representative | Jan 2025 (2y) | ||
| Partick Michael Quealy | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Fuoco Group Holdings, Llc | Managing Member | Jun 2017 | A | 50% – 75% |
| Dvm Advisors, Inc. | Member | Jan 2022 | A | 5% – 10% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fuoco, Luigi, John: 75% – 100% of The Fuoco Group Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Ferrara, Donna, Lynn: 50% – 75% of Dvm Advisors, Inc. × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Ferrara, Vincenzo, Nmn: 50% – 75% of Dvm Advisors, Inc. × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • THIRD PARTY REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $151M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗