Aventura Private Wealth, LLC

Overview

Aventura Private Wealth, LLC is an independent registered investment adviser that began SEC registration in 2024. The firm is structured as a limited liability company owned by an individual and describes itself as a capital allocator serving both individual/family and institutional clients. Its fee model combines a percentage of assets under management with the ability to charge performance-based fees. Investment and advisory capabilities include financial planning and portfolio management across individuals, small businesses, pooled investment vehicles, and institutions. The firm also selects external advisers and publishes newsletters or periodicals. Aventura does not identify as an active ESG investor and is not positioned as a multi-state or pension consulting specialist. On the affiliation side, the firm has roles that include insurance company sponsor and serving as GP/managing member of pooled investment vehicles, indicating involvement in launching or managing private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives