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AVENTURA PRIVATE WEALTH, LLC

AVENTURA, FL · CRD 332630 · IAPD ↗ · aventuraprivatewealth.com · 305-845-1937

$374.8MRegulatory AUM
3Advisory reps
5Employees
9Clients
1-10Planning clients
4Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — AVENTURA PRIVATE WEALTH, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2026 — AVENTURA PRIVATE WEALTH, LLC reported RAUM up 40% ($268.4M -> $374.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — AVENTURA PRIVATE WEALTH, LLC now reports custody of client assets ($26.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2026 — AVENTURA PRIVATE WEALTH, LLC now reports 3 private fund(s) ($26.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
73
January 2025 — AVENTURA PRIVATE WEALTH, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
September 2024 — AVENTURA PRIVATE WEALTH, LLC (AVENTURA, FL) is newly SEC-registered (provisional 120-day approval) with $0 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.