LAS Olas Capital Wealth LLC

RIASEC RegisteredEst. 2026

Total AUM

$269M

Discretionary

$269M

100% of AUM

Avg account

$5.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 340641
Registered since: April 22, 2026
Custodians: CHARLES SCHWAB & CO., INC., UMB FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Corporations / Businesses77.9%
HNWI20.97%
Individuals1.08%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

LAS Olas Capital Wealth LLC is a small, multi-service wealth manager organized as an LLC and listed with an SEC registration year of 2026. The firm serves both individual & family clients and institutional clients, and positions itself as a capital allocator that can source or select outside managers. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. The firm also operates as an insurance broker and maintains industry affiliations that include broker-dealer activities and roles as sponsor, general partner, or managing member of pooled investment vehicles. LAS Olas does not identify as an active ESG investor and reports fee arrangements that include a percentage of AUM as well as hourly and fixed fees.