SourcingSourcing

DOWNTOWN WEALTH STUDIOS, LLC

B51
CRD 325213·SEC 801-127415·MIAMI, FL
AUM
$563.5M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DOWNTOWN WEALTH STUDIOS, LLC
CRD
325213
SEC file #
801-127415
EIN
—
DBA names
—

Economics

AUM
$563.5M
AUM band
$500M-$1B
AUM trajectory
'25'26
$635.0M → $563.5M▼ -11%
Client mix
Individuals High Net Worth36
Individuals Other9
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
linkedin.com/company/downtown-wealth-studios(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CREATIVE WEALTH COLLABORATION
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
CREATIVE WEALTH COLLABORATION
Cefalu, Joseph, Christopher
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:downtownstudios.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0618
Soi Zip Pct 200k Plus
0.0166
Soi Zip Returns 200k Plus
220
Soi Zip Total AGI
659,653
Fdic Zip Total Deposits
4,711,472,000
Fdic Zip Branch Count
101
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Bank OZK

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing6
E*trade4
Fdic Zip Branches Raw
Capital BankMiami, FL
Great Western Bank, A FSBMiami, FL
Fdic Zip HHI
1060.28
Fdic Zip Top Bank Share Pct
22.08
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI88,909
Returns6,640
Stub 2
AGI136,083
Returns3,860
Stub 3
AGI83,258
Returns1,380
Soi Zip Total Business Income
18,431
Soi Zip Total Cap Gains
142,426
Soi Zip Total Dividends
23,419
Soi Zip Total Returns
13,270
Trust Company Affiliate
No

People (4)

4
Cefalu, Joseph, Christopher
IAR · Executive Officer · 2.5%
3215684
Thomas Cefalu
IAR
6708562
Dinghao Jiang
IAR
6716722
KATHLEEN Denney CEFALU
IAR
7176031