Aventura Private Wealth, LLC

RIASEC RegisteredEst. 2024

Total AUM

$375M

Discretionary

$375M

100% of AUM

Avg account

$726K

Accounts

516

Employees

Advisory reps

Firm details

Headquarters: Aventura, Florida
CRD number: 332630
Registered since: August 23, 2024
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI81.44%
Individuals10.12%
Pooled Investment Vehicles7.04%
Pension & Profit Sharing Plans0.91%
Corporations / Businesses0.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Aventura Private Wealth, LLC is an independent, individual-owned registered investment adviser that entered SEC registration in 2024. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its fee model includes standard percentage-of-AUM billing and performance-based fees. Aventura’s advisory scope spans financial planning and portfolio management across individuals, small businesses, pooled vehicles and institutions; it also selects third-party advisers and publishes client-facing periodicals or newsletters. The firm is not an active ESG investor and does not describe itself as a multistate adviser. On the operational side, Aventura has industry roles that include acting as an insurance sponsor, general partner, and managing member for pooled investment vehicles.