MIAMI WEALTH MANAGEMENT �
  • MIAMI WEALTH MANAGEMENT �
  • MIAMI WEALTH MANAGEMENT CORPORATION
  • MIAMI WEALTH MANAGEMENT ®
  • MIAMI WEALTH MANAGEMENT LLC

Adviser Profile

As of Date 03/25/2024
Registration status Terminated
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 158,407 -6%
of that, discretionary 158,407 -6%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 39,602 -6%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

168K 144K 120K 96K 72K 48K 24K
2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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