← Back to searchVisit website
AVENTAIL WEALTH MANAGEMENT, LLC
CRD 282467
353 AVENUE C SOUTHWEST, WINTER HAVEN, FL, 33880, United States
Phone
863-333-1927
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.4M
Discretionary AUM
$49.4M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $25.5M |
| High net worth individuals | 8 | $22.2M |
| Charitable organizations | 2 | $1.3M |
| Corporations/business entities | 3 | $426K |
All web addresses on file
Official SEC filing: View on IAPD