Aurum Wealth Management Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

753

Total plan assets

$19.9M

Filings (rows)

Direct comp

$43K

Indirect comp

Showing only "AURUM WEALTH MANAGEMENT GROUP"

View all 3 variants aggregated →

AURUM WEALTH MANAGEMENT4 AURUM WEALTH MANAGEMENT GROUP2 AURUM WEALTH MANAGEMET GROUP1

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Opticsplanet, Inc. Opticsplanet, Inc. 401(k) Profit Sharing Plan and Trust · all filings	NORTHBROOK, IL	Advisor / Consultant	354	$10.9M	$25K	$0
Opticsplanet, Inc. Opticsplanet, Inc. 401(k) Profit Sharing Plan and Trust · all filings	NORTHBROOK, IL	Advisor / Consultant	399	$9.0M	$19K	$0