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AURE INVESTMENTS LLC

Advisory

TAMPA, FL

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in FL
#2,108
of 2,610 advisers by AUM
Average account
$1M
across 10 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

KLEIN ASSET MANAGEMENT LLC
$14M
JIK INVESTMENT SERVICES INC
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$14M
PERSONAL WEALTH PLANNING, LLC
HOLLYWOOD, FL
$14M
ROBERT F. MAHONEY, P.A., CPA
BOCA RATON, FL
$14M
HERZFELD GROUP INC
LARGO, FL
$14M
-16.4% 1Y
GROVE WEALTH MANAGEMENT, LLC
MIAMI, FL
$14M

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