Aureus Wealth Management

(5 Reviews)
2nd Floor, 1902 Wright Pl, Carlsbad, CA 92008, USA

(760) 918-5660


Contact and Address

Category: Insurance agency,
Address: 2nd Floor, 1902 Wright Pl, Carlsbad, CA 92008, USA
Postal code: 92008
Phone: (760) 918-5660
Website: http://www.aureuswealthmanagement.com/

Hours:

Monday:9:00 AM – 5:00 PM
Tuesday:9:00 AM – 5:00 PM
Wednesday:9:00 AM – 5:00 PM
Thursday:9:00 AM – 5:00 PM
Friday:9:00 AM – 5:00 PM
Saturday:Closed
Sunday:Closed

Location & routing

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Most Recent Reviews


  • (February 25, 2017, 2:07 pm)

    I have had the opportunity to see Evan operate and manage many portfolios of diverse nature, proving his extensive knowledge of the many investment vehicles at his disposal. I could not think of any other person I would trust more with my hard earned money, because of his integrity, transparency, and dedication to puting his client's interests over his own. His ethics flow from the top and is the foundation of Aureus it self.


  • (February 24, 2017, 1:27 am)

    Excellent service:) Great people


  • (February 23, 2017, 11:43 pm)

    Amazing service !! 100% satisfied !!


  • (February 23, 2017, 10:52 pm)

    Extremely good at predictions for my 401k and my future retirement plans.


  • (February 23, 2017, 11:07 am)

    Evan is the best...we've been very satisfied with our portfolio earnings, he makes sure that we are always well informed, has regular meetings with us to review our investments. He's always demonstrated a personal concern for our needs. We would definitely recommend Evan to anyone who is looking for a professional, caring, educated financial adviser.

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Photos of Aureus Wealth Management

Aureus Wealth Management | 2nd Floor, 1902 Wright Pl, Carlsbad, CA 92008, USA | Phone: (760) 918-5660
Aureus Wealth Management | 2nd Floor, 1902 Wright Pl, Carlsbad, CA 92008, USA | Phone: (760) 918-5660

Aureus Wealth Management On the Web

Aureus - Wealth Management

Aureus Wealth Management Ltd. Registered Office: 30 Taunton Road, Weston Super Mare, United Kingdom, BS22 7DU. Registered in England & Wales, Company Number 14003632 Aureus Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA ...


Aureus Asset Management | Independent Investment Firm | Home

Aureus Asset Management is an independent investment firm dedicated to delivering long-term performance and unparalleled service to high-net-worth clients.


Aureus Wealth Management Review 2022 | investor.com

Aureus Wealth Management, registered in 2013, serves 1 state(s) with a licensed staff of 1 advisors. Aureus Wealth Management manages $3.1 million and provides investment advisory services for 8 clients (1:8 advisor/client ratio).


AUREUS WEALTH MANAGEMENT - 1902 Wright Pl, Carlsbad, CA - Yelp

Aureus Wealth Management was founded by Evan Chung, who In college, started working at Wells Fargo part-time and realized he had a passion for the financial industry. Evan quickly rose through the ranks and became a licensed premier banker and was known and recognized as a top producer. After almost six years of service at Wells Fargo, Evan was ...


WHO WE ARE | Aureus Investments

Aureus Wealth Management is an RIA regulated by FINRA, we do not sell proprietary products, and do not hire nor use external portfolio managers. All the work, from meeting our clients to executing the trades and managing the positions is done in house. We take pride in our independent status and the close relationships we develop with our ...


AUREUS WEALTH MANAGEMENT, LLC.. Miami, FL - BisProfiles

AUREUS WEALTH MANAGEMENT, LLC. is an Active company incorporated on June 7, 2013 with the registered number L13000084808. This Florida Limited Liability company is located at 40 SW 13th street, suite 204, Miami, FL, 33130, US and has been running for ten years. It currently has one Manager.


Aureus Asset Management | Independent Investment Firm | Services

Investment Management. Aureus serves as a primary investment manager to individuals, families, and institutional investors. We are happy to manage the entirety — or a portion of — your investment portfolio, including monitoring performance and market conditions and adjusting your holdings as appropriate.


Aureus Wealth Management - North Miami, FL - Yelp

Aureus Wealth Management - Services Offered - What days are Aureus Wealth Management open? Aureus Wealth Management is open Mon, Tue, Wed, Thu, Fri.


Aureus Asset Management Review 2022 | investor.com

Apply for Trusted badge | September 16th, 2022. Aureus Asset Management, registered in 2005, serves 1 state (s) with a licensed staff of 3 advisors. Aureus Asset Management manages $6.0 billion and provides investment advisory services for 184 clients (1:62 advisor/client ratio).


AUREUS ASSET MANAGEMENT, LLC Top 13F Holdings - WhaleWisdom.com

Aureus Asset Management is a hedge fund with 184 clients and discretionary assets under management (AUM) of $1,873,562,917 (Form ADV from 2022-03-31). Their last reported 13F filing for Q3 2022 included $1,148,053,000 in managed 13F securities and a top 10 holdings concentration of 36.61%. Aureus Asset Management's largest holding is Microsoft ...