AVENTURA PRIVATE WEALTH, LLC

Overview

Aventura Private Wealth, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2024. The firm is individually owned and positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its fee arrangements combine a percentage-of-assets model with the ability to charge performance-based fees. Advisory capabilities include financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutional or business clients. The firm also performs manager selection for outside advisers and publishes periodicals or newsletters. Aventura is not an active ESG investor, does not operate as a multi-state adviser, and does not identify itself as a pension consultant or related adviser. On the operational side, the firm engages as a sponsor/insurance company affiliate and can act as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives