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DOWNTOWN WEALTH STUDIOS, LLC

MIAMI, FL · CRD 325213 · IAPD ↗ · 888-240-2737

$563.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — DOWNTOWN WEALTH STUDIOS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — DOWNTOWN WEALTH STUDIOS, LLC now reports custody of client assets ($45.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
48
April 2025 — DOWNTOWN WEALTH STUDIOS, LLC reported RAUM down 28% ($886.3M -> $635.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
October 2024 — DOWNTOWN WEALTH STUDIOS, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
March 2024 — DOWNTOWN WEALTH STUDIOS, LLC notice-filed in AZ, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — DOWNTOWN WEALTH STUDIOS, LLC added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2024 — DOWNTOWN WEALTH STUDIOS, LLC crossed $500M in regulatory AUM ($266.3M -> $747.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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