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AUREA INVESTMENTS LLC
CRD 336580
342 N WATER ST SUITE 600, MILWAUKEE, WI, 53202, United States
Phone
(646) 820-0840
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$300K
Discretionary AUM
$300K
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-12-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $300K |
All web addresses on file
Official SEC filing: View on IAPD