Aventura Private Wealth, LLC
Aventura Private Wealth, LLC is an SEC-registered wealth manager in Aventura, FL with $374.8M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Aventura Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332630, SEC 801-130986, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $374.8M (2026-05-04)
- Firm type
- Wealth Manager
- Location
- Aventura, FL
- Employees
- 5
- Clients
- 189
- CRD
- 332630
- Ownership
- MAYA, SHMUEL, ISAAC; Diamantis, Michelle, Olympia; Maya, Shmuel; VELASCO, DAYANA; BRUNO, ANDREA, JOSE
How much AUM does Aventura Private Wealth, LLC have?
Aventura Private Wealth, LLC reported $374.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Aventura Private Wealth, LLC?
Disclosed owners and executives of Aventura Private Wealth, LLC include MAYA, SHMUEL, ISAAC, Diamantis, Michelle, Olympia, Maya, Shmuel, VELASCO, DAYANA, BRUNO, ANDREA, JOSE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.