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DOWNTOWN WEALTH STUDIOS, LLC
CRD 325213 · SEC 801-127415
218 NORTHWEST 24TH ST., MIAMI, FL, 33127, United States
Phone
888-240-2737
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$563.5M
Discretionary AUM
$41.4M
Team
5 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.2M |
| High net worth individuals | 36 | $549.1M |
| Charitable organizations | 1 | $12.2M |
States served
AZ, CA, MA, NY, NH, FL
All web addresses on file
Official SEC filing: View on IAPD