|
⚲
|
| Openvest Access LLC
✚
|
|
|---|---|
| CRD # | 328152 |
| SEC # | 801-132047 |
| CIK # | |
| AUM | $0.4 M (2026-06-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 917-678-8797 |
| Address | 2875 NE 191st Street St Ste 506 Aventura, FL 33180 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 353.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 139 | 353.5 |
| By Discretionary | ||
| Discretionary | 139 | 353.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 139 | 353.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 353.5 | |
| Total | 139 | 353.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valley Financial Management Inc
✚
|
NY | 0.0 |
|
Adaptive Advisers LLC
✚
|
MA | 0.0 |
|
Fountaindale LLC
✚
|
0.0 | |
|
Trove Investment Advisors LLC
✚
|
TX | 0.0 |
|
Inversso LLC
✚
|
0.0 | |
|
Phillips Capital LLC
✚
|
0.0 | |
|
Unifimoney RIA QOZB LLC
✚
|
TX | 0.0 |
|
Hudson House Capital Incorporated
✚
|
0.0 | |
|
Mostt Inc
✚
|
CA | 0.0 |
|
Greenwood Investment Advisors LLC
✚
|
GA | 0.0 |