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Downtown Wealth Studios, LLC

Downtown Wealth Studios, LLC. CRD 325213

Downtown Wealth Studios, LLC logo

CRD: 325213

Downtown Wealth Studios, LLC

Miami, FL, 33127
8882402737
www.dtwn.co
$563.5M Total AUM
$41.4M Disc. AUM
-- 3Y CAGR
5 Employees
46 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
03-07-2023
Office Locations
4

Office Locations

218 NW 24th Street Miami FL
6 St. John's Lane NEW York NY
-- Ipswich MA

About Downtown Wealth Studios, LLC

Downtown Wealth Studios is a boutique investment and wealth management firm (Miami, FL) providing personalized advisory and financial planning for individuals, including entrepreneurs and business owners. Portfolios emphasize ETFs alongside fixed income and select alternative strategies. Client assets are custodied at BNY | Pershing, and the firm positions itself as an independent, low-bureaucracy platform with partner opportunities for investment professionals.

Team overview

28 AVG AGE
$140.9M AVG AUM / ADVISOR
$12.2M AVG AUM / CLIENT
2.7 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Prime radial Pathway Prime Element element Beacon Glacier

Client Personas

Insight Legacy vital

Custodian

Meridian Quantum pioneer Beacon frontier Atlas fusion Horizon Ember Prime Harbor Glacier

Investment Themes

Pioneer Delta

Investment Vehicles

Crest

Platform

Horizon

Services

Vector oak Matrix Element

Owner & Executives

Joseph Christopher Cefalu

Joseph Christopher Cefalu

Chief Compliance Officer, Managing Partner

CRD
#3215684
Ownership
Less than 5%
(608) 325-4529
harbor.vital@primecapital.com
in linkedin.com/in/north-north

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Contacts

K

KATHLEEN Denney CEFALU

Advisor

CRD
#7176031
(225) 355-8656
focus.oak@meridiancapital.com
in linkedin.com/in/catalyst-ridge
Thomas Cefalu

Thomas Cefalu

VP of Growth | Financial Advisor

CRD
#6708562
(812) 210-9170
insight.pathway@wavecapital.com
in linkedin.com/in/atlas-capital
V

Value pioneer

Legacy vector meridian

CRD
#52802
(411) 221-6456
insight.eagle@beaconcapital.com
in linkedin.com/in/capital-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-30-2023
09-18-2024
03-11-2025
03-11-2026
Category Assets AVG. Account size
Discretionary $41,413,598 $845,175
Non-Discretionary $522,057,932 $6,070,441
Total $563,471,530 $4,173,863

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Separately Managed Accounts

Total SMA Asset: $563,471,530

$563.5M Total SMA
Equity - Exchange:
12.7%
Public Funds:
29.9%
Municipal Bonds:
12.0%
Cash:
45.4%
Asset class Assets Assets %
Equity - Exchange $580,208,670 12.7%
Public Funds $1,366,003,089 29.9%
Municipal Bonds $548,228,664 12.0%
Cash $2,074,131,780 45.4%
Total $4,568,572,203 100.0%

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