A complete list of active advisors currently associated with Aventura Private Wealth, LLC

Warmer can help you find a great advisor at Aventura Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Aventura Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.