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DAVIVIENDA ADVISORS

MIAMI, FL · CRD 319755 · IAPD ↗ · daviviendaadvisors.com · 786-238-7925

$120.2MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — DAVIVIENDA ADVISORS grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — DAVIVIENDA ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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