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1818 PRIVATE CLIENT GROUP, LLC

AVENTURA, FL · CRD 304110 · IAPD ↗ · (305) 684-8331

$115.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — 1818 PRIVATE CLIENT GROUP, LLC (AVENTURA, FL) is newly SEC-registered with $107.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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