CRD: 332630
Aventura Private Wealth, LLC
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Request a Free TrialFirm Details
- Custodian
- Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-23-2024
- Office Locations
- 1
Office Locations
About Aventura Private Wealth, LLC
Aventura Private Wealth is a fee-based RIA serving high-net-worth, multi-generational families and founders/executives. The firm integrates wealth management with estate/trust planning, tax-conscious investing, retirement, risk management, and philanthropy, coordinating with clients’ CPAs and estate attorneys. Portfolios span public markets and curated private placements, including pre-IPO and defense-technology opportunities sourced through institutional relationships and due diligence, with cross-border custody supported within OFAC limits.
Reported data analysis
What the numbers show
Between August 21, 2025 and May 4, 2026, reported AUM increased 39.7%, from $268.4M to $374.8M.
Across 3 reported observations, AUM increased 33.8% between December 13, 2024 and May 4, 2026, from $280.2M to $374.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 198 clients, or 66 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on May 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Aventura Private Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Shmuel ISAAC Maya
Founder, MANAGING DIRECTOR
- CRD
- #6043845
- Ownership
- 75% or more
DAYANA VELASCO
Owner
- CRD
- #5439386
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
Unlock allContacts
PATRICK SIMON
Investor Advisor Representative, VP - Investments
- CRD
- #6400830
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $374,762,692 | $727,695 |
| Non-Discretionary | $39,498 | $39,498 |
| Total | $374,802,190 | $726,361 |
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Separately Managed Accounts
SMA allocation detail is available
Aventura Private Wealth, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aventura Private Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.