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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Davivienda Investment Advisor USA LLC
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|---|---|
| CRD # | 319755 |
| SEC # | 801-127034 |
| CIK # | |
| AUM | $109.2 M (2025-03-31) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 786-238-7925 |
| Address | 1110 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 14.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 94.9 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 126 | 109.2 |
| By Discretionary | ||
| Discretionary | 123 | 10.8 |
| Non-Discretionary | 3 | 98.3 |
| Total | 126 | 109.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 108.6 | |
| United States Persons | 0.6 | |
| Total | 126 | 109.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Servatus Capital LLC
✚
|
FL | 0.1 |
|
10Elms LLP
✚
|
0.1 | |
|
Municipal Asset Management Inc
✚
|
NY | 0.1 |
|
Five Seasons Financial Planning LLC
✚
|
UT | 0.1 |
|
Ivanoff Wealth Management Inc
✚
|
CA | 0.1 |
|
Insight Wealth Strategies LP
✚
|
CA | 0.1 |
|
Crescent City Retirement Group LLC
✚
|
LA | 0.1 |
|
JGC Wealth Management LLC
✚
|
OR | 0.1 |
|
Alianza Corp Investment Advisor
✚
|
FL | 0.1 |
|
Split Creek LLC
✚
|
0.1 |