SourcingSourcing

OPENVEST ACCESS LLC

C31
CRD 328152·SEC 801-132047·MIAMI, FL
AUM
$353K
<$25M
Est. Revenue
$4K
@ 1% on AUM
Est. EBITDA
$1K
@ 30% margin
Est. Deal Value
$8K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OPENVEST ACCESS LLC
CRD
328152
SEC file #
801-132047
EIN
—
DBA names
Openvest

Economics

AUM
$353K
AUM band
<$25M
AUM trajectory
'25'26
$2K → $353K▲ +14853%
Client mix
Individuals Other139

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
Fixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
openvest.co

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OPENVEST CORP.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
OPENVEST CORP.
Kuyper, Justin, Adrian
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Interactive Brokers1
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
Kuyper, Justin, Adrian
Executive Officer · 2.5%
8028353
Kuyper, Reena
Executive Officer · 2.5%
8028357