CRD: 332630
Aventura Private Wealth, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Wave
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Delta atlas
Summit radial
- CRD
- #60219
- Ownership
- 34.4%
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $348,419,560
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $290,537,894 | 30.7% |
| Public Funds | $86,120,353 | 9.1% |
| Cash | $125,868,208 | 13.3% |
| Municipal Bonds | $370,033,604 | 39.1% |
| Corporate - Investment Grade | $73,817,445 | 7.8% |
| Total | $946,377,504 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST MATRIX | FRONTIER EAGLE | DVVGTCAGN | KQGDU | 11.68% | $6,155,780 |
| MERIDIAN INSIGHT VERTEX | MERIDIAN PATHWAY | 69VY2VY79 | LWIC | 7.59% | $39,444,119 |
| WAVE PEAK DELTA | FOUNDATION PIONEER | ZJVW6HL9Z | MDOOP | 4.55% | $58,447,586 |
| VECTOR OPTIMA HORIZON | ALPHA NORTH | M9LHUXBTM | SGIO | 2.57% | $1,864,833 |
| HARBOR MERIDIAN PIONEER | VITAL RIDGE | SETBP3RN7 | MEF | 5.67% | $33,149,328 |
| WAVE OPTIMA NORTH | VERTEX VALUE | G7IHMLOK5 | QULQN | 6.94% | $11,318,649 |
| VECTOR FOUNDATION | FRONTIER CATALYST | 94MQCIWSR | ETIIL | 9.26% | $54,263,862 |
| FRONTIER RADIAL | VECTOR CATALYST | SQ2HZPQIQ | VLFPZ | 8.40% | $103,796,032 |