Aeveum Wealth Management is an independent wealth management firm based in Riverside, California, focused on helping individuals, families, and business owners plan for financial goals and important life transitions. Guided by discipline, integrity, and personal relationships, the firm develops strategies tailored to each client’s objectives, values, and comfort with risk. Its approach emphasizes straightforward, easy-to-use plans and clear summaries, while drawing on a network of local experts to address the complexities of clients’ financial lives.

Aeveum’s services include investment guidance and retirement planning for individuals and businesses. Retirement options include SEP IRAs, owner-only 401(k) plans, and employee retirement plans. The firm also provides 401(k) fiduciary support, including investment selection, monitoring, and replacement, with attention to employees’ interests and ERISA compliance. For business owners, Aeveum offers profit-sharing and cash balance plan guidance, including strategies that may support retirement savings and business tax benefits. The firm operates with support from LPL Financial and invites prospective clients to schedule a meeting to discuss their needs.