SourcingSourcing

AVENTURA PRIVATE WEALTH, LLC

C36
CRD 332630·SEC 801-130986·AVENTURA, FL
AUM
$374.8M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVENTURA PRIVATE WEALTH, LLC
CRD
332630
SEC file #
801-130986
EIN
933628500
DBA names
—

Economics

AUM
$374.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$268.4M → $374.8M▲ +40%
Client mix
Individuals Other96
Individuals High Net Worth82
Corporations5
Pooled Investment Vehicles3
Pension Profit Sharing Plans3

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
AVENTURA FL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
aventuraprivatewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAYA, SHMUEL, ISAAC
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MAYA, SHMUEL, ISAAC
VELASCO, DAYANA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AVENTURAPRIVATEWEALTH.COM
Rdap Domain Creation Date
2023-03-22T15:47:28Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002074418
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2026-01-07
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0002074418-26-000006

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Goldman Sachs18
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
19790 WEST DIXIE HIGHWAY,STE 806AVENTURA, FL 33180
Business
19790 WEST DIXIE HIGHWAY,STE 806AVENTURA, FL 33180
Edgar EIN
933628500
Edgar Recent Filings
13F-HR2026-05-06 · 0002074418-26-000006
13F-HR2026-01-07 · 0002074418-26-000005
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-22T15:47:28Z
Rdap Domain Last Changed
2025-03-23T16:00:35Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6043845
Trust Company Affiliate
No

People (5)

5
MAYA, SHMUEL, ISAAC
IAR · Direct Owner · 87.5%
6043845
VELASCO, DAYANA
IAR · Direct Owner · 7.5%
5439386
BRUNO, ANDREA, JOSE
IAR · Executive Officer · 2.5%
6176989
Diamantis, Michelle, Olympia
Executive Officer · 2.5%
7469149
PATRICK SIMON
IAR
6400830