Aventura Private Wealth, LLC

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Client assets under management

$343,193,821

Clients

178

46% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,928,055

About

Aventura Private Wealth provides investment advisory and portfolio management services to a mix of individual and high‑net‑worth clients, families, trusts, foundations, and corporate entities, along with incidental financial planning and consulting. The firm operates as an asset‑based adviser and offers both discretionary and non‑discretionary management and investment analysis services.

The firm’s investment process draws on quantitative, fundamental, technical, and economic analysis to drive models and portfolio decisions, and APW is authorized to place trades on clients’ behalf under discretionary arrangements. APW also discloses the use of borrowing or margin in managed accounts and the availability of performance‑based fee arrangements for qualified investors, each of which is less common among similar team firms.

A notable feature of APW is its role as an investment manager and sponsor of pooled private investment vehicles and special purpose vehicles, where it may solicit client investments, co‑invest, and receive carried interest or other fund-related compensation—a set of activities the firm discloses as creating material conflicts it intends to manage. The firm is relatively new (founded in 2023 and registered as an adviser in 2024) yet manages several hundred million dollars in discretionary assets and serves a concentrated client base, blending traditional advisory work with active private fund management.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Private / alternative investments Active portfolio management

Fee options

Commissions

Insurance commissions earned by certain persons affiliated with the firm for selling insurance products are separate and in addition to advisory fees.

Performance-based

Up to 20% of net profits (profits after management fees) on the previous quarter’s account management, charged only if net profits exceed high water mark. Performance fees charged only to qualified clients with at least $1,100,000 under management or net worth of $2,200,000.

Main office location

Aventura Private Wealth, LLC

19790 West Dixie Hwy, Suite 805

Aventura FL 33180, United States

Number of offices

Most active in

Florida · Georgia · New Jersey · New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 305-845-1937

Advisors at this firm

Andrea B

Series 66

Aventura, FL

Aventura Private Wealth, LLC

Andrea Bruno is a financial advisor at Aventura Private Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Andrea joined Aventura Private Wealth in 2024 after roles at Insigneo Advisory Services LLC and Insigneo Securities LLC. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions.

Private / alternative investments Active portfolio management

Dayana V

Series 63, Series 66

Aventura, FL

Aventura Private Wealth, LLC

Dayana Velasco is a financial advisor with Aventura Private Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, LLC and JP Morgan Securities LLC. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, families, trusts, charitable organizations, foundations, and corporations. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to guide strategic asset allocation and trading decisions.

Private / alternative investments Active portfolio management

Shmuel M

Series 66

Aventura, FL

Aventura Private Wealth, LLC

Shmuel Maya is a financial advisor at Aventura Private Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase Bank N.A. and J.P. Morgan Securities LLC. He is also the owner of Aventura Private Insurance, LLC, where he is involved in insurance product sales. Aventura Private Wealth provides portfolio management, investment analysis, and incidental financial planning to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions while conducting regular portfolio reviews.

Private / alternative investments Active portfolio management

Patrick S

Series 63, Series 66

Aventura, FL

Aventura Private Wealth, LLC

Patrick Simon is a financial advisor at Aventura Private Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and JP Morgan Chase. Outside of his advisory role, Simon serves as secretary on the Yorker Condominium Board Volunteers in Miami. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, families, trusts, charitable organizations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions, and it conducts regular portfolio reviews integrating model outputs with advisor judgment.

Private / alternative investments Active portfolio management

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