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| Aventura Private Wealth LLC
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|
|---|---|
| CRD # | 332630 |
| SEC # | 801-130986 |
| CIK # | |
| AUM | $268.4 M (2025-02-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 305-845-1937 |
| Address | 19790 West Dixie Hwy Aventura, FL 33180 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 33.6 |
| (b) Individuals (high net worth individuals) | 227 | 215.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 17.8 |
| (n) Other | 0 | 0.0 |
| Total | 380 | 268.4 |
| By Discretionary | ||
| Discretionary | 380 | 268.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 380 | 268.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 267.7 | |
| Total | 380 | 268.4 |
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|---|---|---|
|
Amplify Financial LLC
✚
|
AZ | 0.3 |
|
Strategic Financial Partners Ltd
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|
0.3 | |
|
Hamrick Investment Counsel LLC
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|
WA | 0.3 |
|
RM Private Wealth Management Inc
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|
FL | 0.3 |
|
Kiker Wealth Management LLC
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GA | 0.3 |
|
Phillip B White Co Inc
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CA | 0.3 |
|
Cap Six Advisors LLC
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|
TX | 0.3 |
|
Cathy Pareto and Associates Inc
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|
FL | 0.3 |
|
Pacific Sun Financial Corp
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|
CA | 0.3 |
|
PWA Financial
✚
|
PA | 0.3 |