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| Keyboard |
| Davivienda Investment Advisor USA LLC
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|---|---|
| CRD # | 319755 |
| SEC # | 801-127034 |
| CIK # | |
| AUM | 120.2 M (2026-06-10) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 786-238-7925 |
| Address | 1110 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 360 | 43.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 77.2 |
| (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 | 361 | 120.2 |
| By Discretionary | ||
| Discretionary | 360 | 43.0 |
| Non-Discretionary | 1 | 77.2 |
| Total | 361 | 120.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 119.5 | |
| United States Persons | 0.7 | |
| Total | 361 | 120.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Advanced Planning Advisors Group Inc
✚
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IL | 120.4 M |
|
Fullerton Advisors LLC
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CA | 120.4 M |
|
Dachtler Wealth Advisors LLC
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CA | 120.4 M |
|
Goldberg Financial Advisors LLC
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|
American Wealth Advisors LLC
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GA | 120.2 M |
|
Summit Wealth Management LLC
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OH | 120.1 M |
|
Glazer Capital Management LLC
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TX | 120.1 M |
|
Pinetree Advisors Corp
✚
|
FL | 120.0 M |
|
K2 Wealth Management LLC
✚
|
IL | 120.0 M |
|
Goldman Wealth Management & Associates LLC
✚
|
CA | 120.0 M |