RIA Intel›Advisers›Wisconsin›AUREA INVESTMENTS LLC

AUREA INVESTMENTS LLC

Advisory

MILWAUKEE, WI

Data as of Dec 13, 2025 · Source: SEC Form ADV

Average account

$75K

across 4 accounts

AUM per adviser

$300K

1 advisers

Source: SEC Form ADV. Figures as filed Dec 13, 2025.

Total AUM

$300K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$300K

Discretionary AUM$300K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndApril

Operates InIL, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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