Optimizing your experience...
Optimizing your experience...
Regulatory Disclosure
As a registered investment advisor, we provide these disclosures so you can make informed decisions. The Form ADV is filed with the SEC and contains important information about our services, fees, and business practices.
Verify on SEC Investment Adviser Public Disclosure (IAPD)Firm Brochure
Last Updated: December 13, 2025
This brochure provides information about the qualifications and business practices of Aurea Investments, LLC.
Investment advisory services offered through Aurea Investments, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information in this document is provided for informational purposes only.
The complete Form ADV Part 2A is available in PDF format for viewing, downloading, or printing.
Aurea Investments, LLC is a registered investment adviser based in Milwaukee, Wisconsin, combining value investing principles with disciplined execution. 100% fiduciary standard.
Our fees are transparent and competitive. We charge a percentage of assets under management, with no hidden costs or commissions.
We serve individuals, families, and trusts seeking consistent, disciplined investment management with a value investing focus.
Core portfolio management with value-oriented tactical positioning and year-round tax-aware optimization.
342 N Water St, Suite 600
Milwaukee, WI 53202
Website: aureainvestmentsco.com
Schedule a call: aureainvestmentsco.com/contact