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AUREUS ASSET MANAGEMENT, LLC

BOSTON, MA · CRD 136674 · IAPD ↗ · aureus-asset.com · 617.728.8900

$8.40BRegulatory AUM
10Advisory reps
14Employees
0Clients
26-50Planning clients
4Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — AUREUS ASSET MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2026 — AUREUS ASSET MANAGEMENT, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — AUREUS ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.