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DOWNTOWN WEALTH STUDIOS, LLC
CRD 325213File 801-127415
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$563.5M
Above cohort median (national)
Discretionary AUM
$41.4M
Non-discretionary $522.1M
Clients
46
135 accounts
Employees
5
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 7, 2023
- Principal office
- 218 NORTHWEST 24TH ST., MIAMI, FL, 33127
- Phone
- 888-240-2737
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $563.5M
- Discretionary AUM
- $41.4M
- Non-discretionary AUM
- $522.1M
- Discretionary accounts
- 49
- Non-discretionary accounts
- 86
- Total accounts
- 135
- AUM per client
- $12.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $12.2M |
| High net worth individuals | 36 | $549.1M |
| Individuals (other than high net worth individuals) | 9 | $2.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.