Aventura Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$343,193,821
Clients
178
Advisors
3
of 5 employees
About
Aventura Private Wealth provides investment advisory and portfolio management services to a mix of individual and high‑net‑worth clients, families, trusts, foundations, and corporate entities, along with incidental financial planning and consulting. The firm operates as an asset‑based adviser and offers both discretionary and non‑discretionary management and investment analysis services.
The firm’s investment process draws on quantitative, fundamental, technical, and economic analysis to drive models and portfolio decisions, and APW is authorized to place trades on clients’ behalf under discretionary arrangements. APW also discloses the use of borrowing or margin in managed accounts and the availability of performance‑based fee arrangements for qualified investors, each of which is less common among similar team firms.
A notable feature of APW is its role as an investment manager and sponsor of pooled private investment vehicles and special purpose vehicles, where it may solicit client investments, co‑invest, and receive carried interest or other fund-related compensation—a set of activities the firm discloses as creating material conflicts it intends to manage. The firm is relatively new (founded in 2023 and registered as an adviser in 2024) yet manages several hundred million dollars in discretionary assets and serves a concentrated client base, blending traditional advisory work with active private fund management.
Client services
Expertise
Fee options
Insurance commissions earned by certain persons affiliated with the firm for selling insurance products are separate and in addition to advisory fees.
Up to 20% of net profits (profits after management fees) on the previous quarter’s account management, charged only if net profits exceed high water mark. Performance fees charged only to qualified clients with at least $1,100,000 under management or net worth of $2,200,000.
Main office
19790 West Dixie Hwy, Suite 805
Aventura FL 33180
Advisors at this office
3
Most active in
Florida · Georgia · New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrea B
Series 66
Aventura, FL
Aventura Private Wealth, LLC
Andrea Bruno is a financial advisor at Aventura Private Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Andrea joined Aventura Private Wealth in 2024 after roles at Insigneo Advisory Services LLC and Insigneo Securities LLC. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions.
Shmuel M
Series 66
Aventura, FL
Aventura Private Wealth, LLC
Shmuel Maya is a financial advisor at Aventura Private Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase Bank N.A. and J.P. Morgan Securities LLC. He is also the owner of Aventura Private Insurance, LLC, where he is involved in insurance product sales. Aventura Private Wealth provides portfolio management, investment analysis, and incidental financial planning to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions while conducting regular portfolio reviews.
Patrick S
Series 63, Series 66
Aventura, FL
Aventura Private Wealth, LLC
Patrick Simon is a financial advisor at Aventura Private Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and JP Morgan Chase. Outside of his advisory role, Simon serves as secretary on the Yorker Condominium Board Volunteers in Miami. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, families, trusts, charitable organizations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions, and it conducts regular portfolio reviews integrating model outputs with advisor judgment.
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