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| Keyboard |
| Downtown Wealth Studios LLC
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|---|---|
| CRD # | 325213 |
| SEC # | 801-127415 |
| CIK # | |
| AUM | 563.5 M (2026-03-11) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 888-240-2737 |
| Address | 218 Northwest 24th St Miami, FL 33127 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.2 |
| (b) Individuals (high net worth individuals) | 36 | 549.1 |
| (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 | 1 | 12.2 |
| (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 | 135 | 563.5 |
| By Discretionary | ||
| Discretionary | 49 | 41.4 |
| Non-Discretionary | 86 | 522.1 |
| Total | 135 | 563.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 563.5 | |
| Total | 135 | 563.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DDFG Inc
✚
|
CA | 567.8 M |
|
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|
Shikiar Asset Management Inc
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|
Tortuga Advisers LLC
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|
Lifeguide Financial Advisors LLC
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PA | 562.9 M |
|
Beck Capital Management LLC
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TX | 562.4 M |
|
Dumont & Blake Investment Advisors LLC
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|
NJ | 562.3 M |
|
John A Wolfe & Associates Inc
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|
MI | 560.7 M |
|
M Kraus & Company
✚
|
VT | 559.3 M |
|
Narus Financial Partners LLC
✚
|
UT | 559.0 M |