# Partick Quealy

> Partick Quealy is a fee-only financial advisor at Aureum Wealth Management in North Palm Beach, Florida. Partick focuses on estate & legacy planning, tax planning and family wealth transfer. Aureum Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/partick-quealy/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Aureum Wealth Management
- **Based in:** North Palm Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $150.6M across 248 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer, Founders (pre-exit)
- **Works with:** Ultra high net worth, Founders, Multi-generational families
- **CRD:** 8247896 (https://adviserinfo.sec.gov/individual/summary/8247896)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://aureumwealthmanagement.com/

## Frequently asked questions

### Is Partick Quealy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Partick holds no broker registration, and Aureum Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Partick charge for financial advice?

Partick's firm, Aureum Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Partick Quealy based?

Partick Quealy is based in North Palm Beach, Florida.

### What does Partick specialize in?

Partick's specialties include estate & legacy planning, tax planning, family wealth transfer and founders (pre-exit). Partick works with ultra high net worth, founders and multi-generational families.

### Is Partick Quealy registered with the SEC?

Yes. Partick Quealy is registered as an investment adviser representative in FL (CRD 8247896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aureum Wealth Management manage?

Aureum Wealth Management reports $150.6M across 248 accounts in assets under management.

### How do I contact Partick Quealy?

Through Partick's website, aureumwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8247896): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://aureumwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.