Investment adviser · CRD 298416
MIAMI WEALTH MANAGEMENT ?
Investment adviser filing (IA)
MIAMI WEALTH MANAGEMENT LLC
MIAMI, FL, United States · Form ADV filed Mar 25, 2022
- Regulatory AUM
- $158K Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | $158,407 | 100.0% |
Filing source
Form ADV 1628179 · Mar 25, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2022. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
701 BRICKELL AVE, SUITE 1550MIAMI, FL, 33131, United States
CRD 298416
Filing source
Form ADV 1628179 · Mar 25, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.