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CEO · Aureum Wealth Management, LLC

Thomas S. Quealy

CRD 1932474 · 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 Thomas S. Quealy on its Form ADV as CEO, a control person.

Firms and roles

AtlasMembers

Thomas’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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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • Cory F. LyonChief Compliance Officer/investment Advisor Representative, Aureum Wealth Management, LLC

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