A New Standard for Wealth Management
Founded in 2016 by Beverly L. Argumaniz, Global Aurion Holdings LLC was established with a clear mandate: to deliver institutional-caliber financial services to investors at every wealth level. For too long, sophisticated investment strategies — spanning multi-asset portfolios, trust planning, and alternative investments — were accessible only to the ultra-wealthy. We built Aurion Trust Holdings to change that.
Today, our platform serves clients across the full wealth spectrum — from first-time investors building their initial portfolio to established family offices managing multi-generational assets. We bring the same rigor, transparency, and personalized attention to every client relationship, regardless of account size.
Our name reflects our philosophy: Aurion, derived from the Latin aurum meaning gold, represents enduring value and excellence. Trust speaks to the foundation of every client relationship we build. Holdings reflects our commitment to preserving and growing the assets our clients entrust to us — for their lifetime and beyond.
Our Mission
"To deliver institutional-grade investment expertise, personalized financial guidance, and unwavering transparency to every client — empowering them to build, protect, and transfer wealth with confidence across every stage of life."
Meet Our Team
Founder of Global Aurion Holdings LLC, Beverly brings decades of financial services expertise and a deep commitment to democratizing institutional-grade investment access. She built Aurion Trust Holdings on the belief that every investor deserves world-class guidance, transparency, and results.
With over 15 years in multi-asset portfolio management, Dianna leads Aurion's investment strategy across equities, fixed income, real estate, and alternative assets. Her disciplined, data-driven approach has consistently delivered risk-adjusted returns for clients across all wealth levels.
Christopher oversees all legal, compliance, and regulatory matters at Aurion Trust Holdings. With extensive experience in financial services law, securities regulation, and corporate governance, he ensures the firm operates with the highest standards of legal integrity and client protection.
A pioneering figure in the digital assets space, Bill leads Aurion's cryptocurrency and blockchain investment division. With deep expertise in crypto markets, DeFi protocols, and digital custody solutions, he helps clients navigate and benefit from the rapidly evolving digital economy.
Wendy specializes in trust structuring, estate planning, and multi-generational wealth transfer. With a background in estate law and fiduciary management, she designs customized trust solutions that protect client assets, minimize tax exposure, and preserve family legacies for generations.
Richard is the primary point of contact for Aurion's client community, ensuring every investor receives personalized attention, timely communication, and a world-class service experience. His dedication to client satisfaction is central to Aurion's exceptional retention record.