LAS OLAS CAPITAL WEALTH LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
2

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
340641
Registered since
April 22, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

LAS Olas Capital Wealth LLC is a recently formed limited liability company that registered with the SEC in 2026 and identifies as a capital allocator. The firm operates as both an insurance broker and an investment adviser, offering financial planning and portfolio management for individuals, small businesses, and institutional clients. Its advisory services include selecting third-party managers or advisers on behalf of clients. Fee arrangements are flexible and include a percentage-of-AUM component alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor and is not registered as a multistate adviser. Industry affiliations listed in the source data include broker-dealer activity, functioning as an investment adviser beyond this entity, and acting as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RAYMOND CATONE

    Chief Operating OfficerCRD 2259396

Contacts

1 of 1
  • PAUL TANNER

    Founder & PresidentCRD 1147061

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Lauderdale, FL

BROWARD

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
200 SW 1st Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth