This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$158,407Item 5.F on the latest filing (2022-03-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$158,407

Private client RAUM

$158,407derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

4

SEC number

801-114070

CRD

298416

Filings on the tape

8

First filed

Aug 30, 2018

Latest filed

Mar 25, 2022

Organised

Corporation, Florida

• Occurred

  Aug 24, 2021
  Succession filed (Item 4)

  Miami Wealth Management ? reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 5 days ago
• Occurred

  Aug 30, 2018
  First Form ADV filing

  Miami Wealth Management Corporation filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ef008636-091a-30d6-6545-bbebc4c08e7e

First observed

Aug 30, 2018

Last observed

Mar 25, 2022 54 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.