Las Olas Capital Wealth Llc
SEC-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 340641
· SEC file 801-135935
· Fort Lauderdale, FL
· lasolascap.com
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ADV data as of Jul 22, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 7
AUM over time
$0
$0
Mar 23, 2026
Jul 22, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raymond Nicholas Catone | Registered representative | Apr 2026 (0y) | ||
| Paul Corkin Tanner | Registered representative | May 2026 (0y) |
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) | 03/23/2026 | 1.27 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗