Aventura Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters, education planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 4 private funds.
Aventura Private Wealth reports 189 clients. They include 96 individual clients, 82 high-net-worth individuals, and 5 corporations and other businesses. Nearly all assets ($375M across 515 accounts) are managed with discretion; $39.5K across 1 account is not. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 10% |
| High-net-worth individuals | 43% | 81% |
| Pooled investment vehicles | 2% | 7% |
| Pension and profit-sharing plans | 2% | <1% |
| Corporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 96 | $37.9M | 10.1% | $395K |
| High-net-worth individuals | 82 | $305M | 81.4% | $3.72M |
| Pooled investment vehicles | 3 | $26.4M | 7.0% | $8.79M |
| Pension and profit-sharing plans | Fewer than 5 | $3.42M | 0.9% | $1.14M |
| Corporations and other businesses | 5 | $1.8M | 0.5% | $361K |
| Total | 189 | $375M | 100% | — |
- Clients
- 96
- Regulatory AUM
- $37.9M
- AUM share
- 10.1%
- Avg. per client
- $395K
- Clients
- 82
- Regulatory AUM
- $305M
- AUM share
- 81.4%
- Avg. per client
- $3.72M
- Clients
- 3
- Regulatory AUM
- $26.4M
- AUM share
- 7.0%
- Avg. per client
- $8.79M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.42M
- AUM share
- 0.9%
- Avg. per client
- $1.14M
- Clients
- 5
- Regulatory AUM
- $1.8M
- AUM share
- 0.5%
- Avg. per client
- $361K
Total
- Clients
- 189
- Regulatory AUM
- $375M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 4
- Financial planning clients last fiscal year
- 1–10
Aventura Private Wealth is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Shmuel Maya owns 75% or more of Aventura Private Wealth. The leadership team of Aventura Private Wealth includes Chief Compliance Officer Michelle Diamantis. It has 5 employees, 3 of them in advisory roles.
Leadership
- Michelle DiamantisChief Compliance Officer
- Andrea BrunoOwner
- Shmuel MayaManaging Director
- Dayana VelascoOwner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Andrea Jose Bruno
- Shmuel Isaac Maya
- Patrick Simon
Staff
- 5 employees
- 3 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Aventura Private Wealth, LLC
Shmuel Maya
Control person · since July 2024
- Owns 5% to 10% of Aventura Private Wealth, LLC
Dayana Velasco
since December 2025
Aventura Private Wealth’s regulatory assets grew from $268M (February 2025) to $375M (May 2026); clients fell from 380 to 189 and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $375M | 189 | 5 | 1 |
| February 2025 | $268M | 380 | 4 | 1 |
Besides its headquarters, Aventura Private Wealth has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 19790 West Dixie Hwy, Suite 805, AventuraHQ
Contact and registration details
- Legal name
- Aventura Private Wealth, LLC
- Headquarters
- 19790 West Dixie Hwy, Suite 805, Aventura, FL 33180
- Website
- aventuraprivatewealth.com
- Phone
- 305-845-1937
- @aventura-private-wealth
- SEC file
- 801-130986
- Founded
- 2023
- Structure
- Florida LLC
- Fiscal year end
- December
Aventura Private Wealth uses Folio Investments ($344M) as custodian for its separately managed accounts. Aventura Private Wealth has custody of $191K in client assets for 21 clients.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $344M100%
At year end, Aventura Private Wealth’s separately managed accounts were mostly in stocks (64%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $659M across 180 positions; the largest are Nebius Group N.V. (8.4%), Select Sector SPDR TR (7.5%) and J P Morgan Exchange Traded F (6.5%).
What the accounts hold
- Stocks64%
- Funds20%
- Bonds4%
- State and local bonds3%
- Investment grade corporate bonds1%
- Cash12%
Reported 13F holdings
- $659M
- Reported 13F value
- 180
- Positions
- 51.0%
- In the 10 largest
- +140.9%
- Value vs. prior quarter
- Nebius Group N.V. · Shs Class A8.4%
- Select Sector SPDR TR · ST Str Techn ETF7.5%
- J P Morgan Exchange Traded F · Active Bond ETF6.5%
- Vanguard Malvern Fds · Core BD ETF6.4%
- Vanguard Scottsdale Fds · Int-term Corp.4.4%
- Schwab Strategic TR · US Lrg Cap ETF4.2%
- SPDR Series Trust · ST Term High ETF3.8%
- Schwab Strategic TR · US Mid-cap ETF3.8%
- Schwab Strategic TR · Intl Eqty ETF3.3%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD2.7%
Together, the ten largest are 51.0% of reported value.
How many clients does Aventura Private Wealth have?
Aventura Private Wealth has 189 clients and manages $375 million for them, as of May 2026. They include 96 individual clients, 82 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 May 2026
What services does Aventura Private Wealth offer?
Aventura Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Aventura Private Wealth use?
Aventura Private Wealth’s separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $344M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026
How many financial advisors does Aventura Private Wealth have?
Aventura Private Wealth has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aventura Private Wealth invest in?
At the end of its last fiscal year, Aventura Private Wealth’s separately managed accounts held 64% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 3% state and local bonds and 1% investment grade corporate bonds. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aventura Private Wealth?
Aventura Private Wealth’s direct owners are Shmuel Maya (75% or more) and Dayana Velasco (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 May 2026
How does Aventura Private Wealth get paid?
Aventura Private Wealth is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Aventura Private Wealth registered with the SEC?
Yes, Aventura Private Wealth has been registered with the SEC as an investment adviser since 23 August 2024. Its CRD number is 332630 and its SEC file number is 801-130986.
Source: Form ADV Part 1A, Item 1, filed 4 May 2026; IAPD firm record
How do I contact Aventura Private Wealth?
Aventura Private Wealth’s main office is at 19790 West Dixie Hwy, Suite 805, Aventura, FL 33180. Its phone number is 305-845-1937. Its website is aventuraprivatewealth.com.