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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy vertexPathway radial
- Established Date
- 10-13-2017
- Office Locations
- 1
Office Locations
About Aureum Wealth Management, LLC
Aureum Wealth Management is a fiduciary RIA serving high-net-worth individuals, families, business owners and enterprises with customized, integrated wealth management. The team emphasizes institutional-level research, tax-efficient portfolio construction, diversification and risk alignment, alongside comprehensive income tax, financial and estate planning, charitable giving and succession/exit planning. Also supports corporate retirement plans and participant education; custody includes Charles Schwab.
Team overview
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Owner & Executives
CORY FRANCIS LYON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Principal Owner
- CRD
- #6351648
- Ownership
- 10% but less than 25%
THOMAS STEPHEN QUEALY JR
Chief Executive Officer
- CRD
- #1932474
- Ownership
- 10% but less than 25%
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Partick Michael Quealy
--
- CRD
- #8247896
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,560,827 | $607,100 |
| Non-Discretionary | $0 | -- |
| Total | $150,560,827 | $607,100 |
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Separately Managed Accounts
Total SMA Asset: $150,560,827
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,118,679,191 | 12.8% |
| U.S. Government/Agency | $1,922,729,860 | 22.0% |
| Cash | $2,324,755,194 | 26.6% |
| Corporate - Investment Grade | $1,975,167,947 | 22.6% |
| Equity - Exchange | $629,257,045 | 7.2% |
| Municipal Bonds | $769,091,943 | 8.8% |
| Total | $8,739,681,180 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER MOMENTUM | ATLAS QUANTUM | 9JHPUCVYI | RJZNZ | 12.22% | $13,988,140 |
| GLACIER OPTIMA SUMMIT | MATRIX OPTIMA | 15IAKRPX6 | UDJZJ | 7.39% | $98,581,275 |
| EMBER HARBOR CAPITAL | EAGLE MOMENTUM | 2249H9C6M | CXPVT | 6.36% | $78,905,544 |
| PEAK PEAK | RADIAL MOMENTUM | GCVX89SAP | BUEU | 5.94% | $11,934,940 |
| FOCUS CATALYST | EMBER FOCUS | O7VITHN3D | YOS | 10.38% | $63,123,350 |
| DELTA FOUNDATION TIMBER | VERTEX MERIDIAN | C61LS81K3 | DCWW | 2.32% | $20,196,738 |
| QUANTUM EAGLE WAVE | DELTA EAGLE | 22MMIL0RJ | QYQPD | 10.85% | $32,393,410 |
| UNISON ELEMENT VITAL | FUSION GLACIER | 6Z2W0LMEP | CDL | 1.12% | $55,522,954 |