Openvest
Firm details
- Headquarters
- Aventura, Florida
- CRD number
- 328152
- Registered since
- February 27, 2025
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Openvest is an independent registered investment adviser organized as an LLC that positions itself as a small-scale portfolio manager for individuals and small businesses. The firm serves a retail client base of individuals and families, charges fixed fees for its services, and reports portfolio management for individuals/small businesses as its primary advisory activity. Openvest is not described as a capital allocator, does not identify as an active ESG investor, and is not a multistate adviser. Its SEC registration year is listed as 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2Reena Kuyper
Chief Compliance OfficerCRD 8028357
Justin Kuyper
CEOCRD 8028353
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aventura, FL
Miami Dade
Location
Aventura, FL
Headquartered in Aventura, 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
- Miami Dade
- Address
- 2875 Ne 191st St
- Time zone
- ET (UTC-5)
- Office locations
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