AVENTURA PRIVATE WEALTH, LLC

CRD 332630 · SEC 801-130986

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19790 WEST DIXIE HWY, SUITE 805, AVENTURA, FL, 33180, United States

Phone

305-845-1937

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$374.8M

Discretionary AUM

$374.8M

Team

5 total employees; 3 advisory reps; 9 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-04

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicals

Client types

Type	Clients	AUM
Individuals	96	$37.9M
High net worth individuals	82	$305.3M
Pooled investment vehicles	3	$26.4M
Pension/profit sharing plans	3	$3.4M
Corporations/business entities	5	$1.8M

States served

GA, NJ, NY, FL

All web addresses on file

https://www.aventuraprivatewealth.com/
https://www.linkedin.com/company/aventura-private-wealth/

Official SEC filing: View on IAPD