Aventura Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aventura, FL. Its latest Form ADV filing, dated April 22, 2026, reports $375M in regulatory assets under management, 5 employees, and 516 accounts.
Assets Under Management
$375M
Employees
5
Offices
--
Total Clients
189
Primary office
AVENTURA, FL
19790 WEST DIXIE HWY, SUITE 805, AVENTURA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
96
2
HNWI
43.4%
82
3
Corporations
2.6%
5
4
Pooled Investment Vehicles
1.6%
3
5
Pension Plans
1.6%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$375Mas of April 22, 2026
Discretionary100.0%
$375M
100% of total RAUM100.0%
Non-discretionary0.0%
$39K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$375M
Total Accounts516
10Y AUM Change+$375M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.