# Aventura Private Wealth, LLC

> Aventura Private Wealth, LLC is an SEC-registered investment advisory firm in Aventura, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 332630
- Filed as: AVENTURA PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332630
- AdvisorCensus page: https://advisorcensus.com/firm/aventura-private-wealth-llc-aventura-fl-332630

## Quick answers

**How is Aventura Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aventura Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Aventura Private Wealth, LLC located?**
Aventura Private Wealth, LLC's principal office is in Aventura, FL, according to its Form ADV.

**Is Aventura Private Wealth, LLC registered with the SEC or a state?**
Aventura Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332630.

**How much does Aventura Private Wealth, LLC manage?**
Aventura Private Wealth, LLC reports $374,802,190 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**How have Aventura Private Wealth, LLC's assets and staff changed since 2024?**
In the Form ADV data for Aventura Private Wealth, LLC: Regulatory assets under management: $0 in the October 2024 data and $374,802,190 in the October 2026 data. Total employees: 3 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aventura Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (82); corporations or other businesses not listed above (5).

**Which custodians does Aventura Private Wealth, LLC use?**
Aventura Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions as a custodian holding 10% or more of its separately managed account assets.

**Does Aventura Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332630

**Does Aventura Private Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "APW does not require any minimum amount of assets to open or maintain an account."

**What changed in Aventura Private Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $268,385,057 to $374,802,190 (+40%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: None

> APW does not require any minimum amount of assets to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs Custody Solutions

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $374,802,190
- Discretionary: $374,762,692
- Non-discretionary: $39,498

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $37,939,175 |
| High net worth individuals | 82 | $305,254,646 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $26,382,630 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $3,421,986 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $1,803,753 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aventuraprivatewealth.com
- LinkedIn @aventura-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 3 | September 13, 2024 |
| October 2025 | $268,385,057 | 4 | February 20, 2025 |
| October 2026 | $374,802,190 | 5 | May 4, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $374,802,190 in the October 2026 data.
Total employees: 3 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $268,385,057 to $374,802,190 (+40%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aventura Private Wealth, LLC (CRD 332630): Form ADV filing data as of October 2026.