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MIAMI WEALTH MANAGEMENT ®

MIAMI, FL · CRD 298416 · IAPD ↗ · miamiwealth.com · 305-350-2100

$158,407Regulatory AUM
1Advisory reps
1Employees
2Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — MIAMI WEALTH MANAGEMENT ® (MIAMI, FL) left the SEC roster (was $158,407 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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