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| Happy Holidays!! thanks for using AUM13F!! |
| Aventus Investment Advisors Inc
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|---|---|
| CRD # | 153390 |
| SEC # | 801-131660 |
| CIK # | |
| AUM | $130.4 M (2025-05-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 239-673-0020 |
| Address | 780 5th Avenue South Naples, FL 34102 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 40.8 |
| (b) Individuals (high net worth individuals) | 46 | 89.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 422 | 130.4 |
| By Discretionary | ||
| Discretionary | 406 | 117.9 |
| Non-Discretionary | 16 | 12.5 |
| Total | 422 | 130.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.4 | |
| Total | 422 | 130.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morrissey Wealth Management LLC
✚
|
CT | 0.1 |
|
Lynnleigh & Company LLC
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NY | 0.1 |
|
Hackett Financial Group LLC
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TX | 0.1 |
|
Shapiro Financial Security Group Inc
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|
NJ | 0.1 |
|
Vision Capital Partners
✚
|
MI | 0.1 |
|
Capital City Wealth Management Inc
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|
ND | 0.1 |
|
Dipaolo Financial Group Inc
✚
|
FL | 0.1 |
|
Tea & Taxes Company DBA Prosperitea Planning
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|
0.1 | |
|
Gibson Financial Solutions Inc
✚
|
ME | 0.1 |
|
Marvel Financial Planning Inc
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|
0.1 |