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AVENTURA PRIVATE WEALTH, LLC
CRD 332630File 801-130986
APPROVED
Retail clients
Custody
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$374.8M
Below cohort median (national)
Discretionary AUM
$374.8M
Non-discretionary $39K
Clients
189
516 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
- Aug 23, 2024
- Principal office
- 19790 WEST DIXIE HWY, SUITE 805, AVENTURA, FL, 33180
- Phone
- 305-845-1937
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $374.8M
- Discretionary AUM
- $374.8M
- Non-discretionary AUM
- $39K
- Discretionary accounts
- 515
- Non-discretionary accounts
- 1
- Total accounts
- 516
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $1.8M |
| High net worth individuals | 82 | $305.3M |
| Pooled investment vehicles | 3 | $26.4M |
| Pension and profit sharing plans | Fewer than 5 | $3.4M |
| Individuals (other than high net worth individuals) | 96 | $37.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.