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Downtown Wealth Studios, LLC

● SEC registered since 2023CRD 325213SEC# 801-127415Miami, FL
Export (members)
Reg. AUM
$635M
Employees
6
Accounts
117
Location
Miami, FL

Downtown Wealth Studios, LLC assets under management

Downtown Wealth Studios, LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2023. It reports $635 million in regulatory assets under management and employs 6 people.

Downtown Wealth Studios, LLC owners & executives

3 reported
NameTitleOwnershipSince
Creative Wealth Collaboration LLC ControlManaging Member/Holding CompanyOver 75%2023
Joseph Christopher Cefalu ControlManaging Partner, Chief Compliance OfficerUnder 5%2023
Joseph Christopher Cefalu ControlManaging MemberOver 75%2023

Frequently asked questions

How much does Downtown Wealth Studios, LLC manage?

Downtown Wealth Studios, LLC reports $635 million in regulatory assets under management on its Form ADV.

How many employees does Downtown Wealth Studios, LLC have?

Downtown Wealth Studios, LLC reports 6 employees.

Where is Downtown Wealth Studios, LLC located?

Downtown Wealth Studios, LLC is based in Miami, FL and has been SEC-registered since 2023.

Does Downtown Wealth Studios, LLC disclose fund performance?

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

Contact & registration

Address218 Northwest 24th St., Miami, FL 33127
Phone888-240-2737
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$19.7M
Non-discretionary$615.2M
Total (RAUM)$635M