Aventura Private Wealth, Llc
- Regulatory AUM
- $375M
- Discretionary
- $375M
- Clients
- 189
- Avg AUM / client
- $2.0M
- Accounts
- 516
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 96 | $37.9M | 10.1% |
| High net worth individuals | 82 | $305M | 81.4% |
| Pooled investment vehicles (non-investment companies) | 3 | $26.4M | 7.04% |
| Pension and profit sharing plans | 3 | $3.4M | 0.91% |
| Corporations and other businesses | 5 | $1.8M | 0.48% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shmuel Isaac Maya | Managing Director | Jul 2024 (2y) | 75% or more | |
| Diamantis, Michelle, Olympia | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Andrea Jose Bruno | Registered representative | Nov 2024 (2y) | ||
| Patrick Simon | Registered representative | Nov 2024 (2y) | ||
| Dayana Velasco | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.75 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Folio Investments, Inc. $344M (92% of AUM) May 2026
- Charles Schwab & Co. $2.1M (1% of AUM) Dec 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗