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Chief Compliance Officer/investment Advisor Representative · Aureum Wealth Management, LLC

Cory F. Lyon

CRD 6351648 · Named on Form ADV at one SEC-registered adviser

At a glance

Aureum Wealth Management, LLC, an SEC-registered wealth manager based in North Palm Beach, FL with $151 million in regulatory assets, lists Cory F. Lyon on its Form ADV as Chief Compliance Officer/investment Advisor Representative.

Firms and roles

  • Aureum Wealth Management, LLCChief Compliance Officer/investment Advisor RepresentativeWealth manager · North Palm Beach, FL · $151M in regulatory assets

AtlasMembers

Cory’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.