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Aventura Private Wealth, LLC

● SEC registered since 2024CRD 332630SEC# 801-130986Aventura, FL
Export (members)
Reg. AUM
$268.4M
Employees
4
Accounts
380
Location
Aventura, FL

Aventura Private Wealth, LLC assets under management

Aventura Private Wealth, LLC operates as an SEC-registered investment adviser based in Aventura, FL. The firm has been registered since 2024. It reports $268.4 million in regulatory assets under management and employs 4 people.
www.aventuraprivatewealth.comView on SEC.gov ↗

Aventura Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Michelle Olympia Diamantis ControlChief Compliance OfficerUnder 5%2024
Shmuel Isaac Maya ControlManaging DirectorOver 75%2024

Frequently asked questions

How much does Aventura Private Wealth, LLC manage?

Aventura Private Wealth, LLC reports $268.4 million in regulatory assets under management on its Form ADV.

How many employees does Aventura Private Wealth, LLC have?

Aventura Private Wealth, LLC reports 4 employees.

Where is Aventura Private Wealth, LLC located?

Aventura Private Wealth, LLC is based in Aventura, FL and has been SEC-registered since 2024.

Does Aventura Private Wealth, LLC disclose fund performance?

Aventura Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19790 West Dixie Hwy, Suite 805-806, Aventura, FL 33180
Phone305-845-1937
Office hours9:00 a.m. Until 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$268.4M
Non-discretionary$0
Total (RAUM)$268.4M