Auric Capital Partners

08/20/2024

🎓 We are proud to have wrapped up our first class of interns at Auric Capital Partners. We’re deeply grateful for the dedication, fresh perspectives, and hard work each intern brought to our team. Your contributions have made a meaningful impact, and we have no doubt that you all have bright futures ahead. As you embark on your next journeys, we wish you every success. Thank you for being a part of our team!

08/13/2024

🌟 Auric Capital Partners is proud to have sponsored a hole at the "Tee Up For Trojans" charity golf fundraiser! ⛳️ We’re thrilled to support University High School's boys football and girls' flag football teams. It's an honor to contribute to the development of young athletes in our community. Go Trojans! 🏈💪

09/14/2023

🌟 Employee Spotlight: Meet Aurora! 🌟

At Auric, we're thrilled to shine a spotlight on one of our exceptional team members, Aurora Quinones! Let’s get to know her better:

🔹 Hobbies: Salsa dancing & Freelance makeup artist.
🔹 Favorite food: Cuban.
🔹 In her spare time: When she’s not running carpool, Aurora enjoys being intentional with her children and making memories together. She is a beach lover, and sunset chaser. Her favorite sunset view is from the pier in San Clemente, CA.
🔹 One thing on her bucket list: Get a scuba diving license.
🔹 Random fact: Aurora is currently enrolled in school and plans to get a law degree to dedicate volunteer hours helping low-income families with Immigration and Family Law.

Aurora's hard work and positive attitude inspire us all. Join us in celebrating her outstanding contributions! 🎉

08/23/2023

🌟 Exciting News! 🌟 We’re thrilled to announce that Auric Capital Partners is a proud sponsor of The Team Griffin Foundation, dedicated to empowering youth sports! ⛳️🏀🏈🎾 Their commitment to fostering growth, teamwork, and sportsmanship perfectly aligns with our values. Together, we’re shaping a brighter future for our young athletes. 💪🌟👏

09/09/2022

It is with great excitement that we announce today the launch of Auric Capital Partners (www.auriccapital.com), our new independent financial solutions firm, dedicated to helping smart successful people make smart successful decisions about their financial lives. To form the new firm, we have partnered with fellow wealth advisors from Merrill — William A. Schellenberg, Jay Tamkoc, CRPC®, Luke McKelvy, CIMA and Jeffrey A. DeWees, CPFA, CRPS, CIMA and Arman Melikian, CFA, all based in Southern California and Michael J. Mittman, CEPA, CPWA®, CFA, in Colorado. With over 100 years of collective experience, we all share a passion and commitment to provide a higher level of personalized service for our clients. We now have the complete freedom and flexibility to leverage an open architecture, non-proprietary platform, which enables us to source solutions for you from an essentially unlimited range of best-in-class resource partners. In addition, we also gain access to leading edge technology that allows us to create in-depth financial plans that serve as the foundation for our activities. Our highly experienced team looks forward to sharing more about Auric and we invite you to visit our website (www.auriccapital.com) to learn how we can simplify your life and replace the stress of your financial challenges with the confidence of pursuing your dreams. You can also read more about the exciting news today below.


Auric Capital Partners California Office:
30 Enterprise, Suite 100
Aliso Viejo, CA 92656
(949) 749-1250
[email protected]

Bill Schellenberg
Partner, Managing Director
(949) 749-1253
[email protected]

Luke McKelvy, CIMA
Partner, Managing Director
(949) 749-1251
[email protected]

Jeffrey A. DeWees, CPFA, CRPS, CIMA
Partner, Managing Director
(949) 749-1254
[email protected]

Jay Tamkoc, CRPC®
Partner, Managing Director
(949) 749-1255
[email protected]

Arman Melikian, CFA
Partner, Managing Director
(949) 749-1252
[email protected]

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Auric Capital Partners Colorado Office:
3461 Ringsby Court, Suite 140
Denver, CO 80216
(303) 276-8650
[email protected]

Michael Mittman, CEPA, CPWA®, CFA
Partner, Managing Director
(303) 276-8651
[email protected]

/PRNewswire/ -- Sanctuary Wealth, home to the next generation of elite advisors, welcomes its latest partner firm, Auric Capital Partners. The new firm was...