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FIFTH AVENUE FAMILY OFFICE

NAPLES, FL · CRD 122448 · IAPD ↗ · fifthavenuefamily.com · 239-262-6300

$1.35BRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — FIFTH AVENUE FAMILY OFFICE crossed $1B in regulatory AUM ($908.5M -> $1.35B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
66
April 2025 — FIFTH AVENUE FAMILY OFFICE reported RAUM up 43% ($633.4M -> $908.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — FIFTH AVENUE FAMILY OFFICE crossed $500M in regulatory AUM ($190.7M -> $633.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — FIFTH AVENUE FAMILY OFFICE grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.