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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-15-2025
- Office Locations
- 1
Office Locations
About Aurea Investments LLC
Aurea Investments is a Milwaukee-based, fee-only, state-registered RIA providing discretionary portfolio management for individuals and families. The firm runs risk-defined, thesis-driven, value-oriented portfolios across global equities and fixed income, with tax-loss harvesting and CPA coordination, and optional options-income overlays for qualified investors. Client assets are held at Interactive Brokers or Fidelity (SIPC member) under the client’s control (CRD 336580).
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Owner & Executives
JACK GRANT THAYER
President
- CRD
- #7134436
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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