DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AVENTURA PRIVATE WEALTH, LLC

CRD 332630

AVENTURA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff0ca180-27f0-189d-030c-a48118a99122

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 2
Observed: Jul 25, 2024 to May 4, 2026
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Aventura Private Wealth, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Aventura Private Wealth, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.07 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $375MItem 5.F on the latest filing (2026-05-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $375M
Private client RAUM: $343MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $125Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 516
Individual clients: 96
High net worth clients: 82
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $191,483
SEC number: 801-130986
CRD: 332630
Filings on the tape: 14
First filed: Jul 25, 2024
Latest filed: May 4, 2026
Organised: Limited Liability Company, FL
Website: aventuraprivatewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREA JOSE BRUNO	n/a	AVENTURA, FL	1	14	2	no
PATRICK SIMON	n/a	AVENTURA, FL	1	10	2	no
Shmuel ISAAC Maya	n/a	AVENTURA, FL	1	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Diamantis, Michelle, Olympia	CHIEF COMPLIANCE OFFICER	Na	yes	09/2024	Sep 4, 2024	Dec 13, 2024
MAYA, SHMUEL, ISAAC	MANAGING DIRECTOR	E	yes	07/2024	Jul 25, 2024	Dec 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AVENTURA PRIVATE INSURANCE, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$375M	$375M	5	3	0	3	n/a
2024	Feb 20, 2025	$268M	$268M	4	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$375M	$268M	39.7%	n/a	n/a	5	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INSIGNEO ADVISORY SERVICES, LLC	2	Sep 4, 2024	Feb 5, 2025	MIAMI, FL	Team lift out	Ibd to new firm	1.4%

Relationships

Registered with (3)

← Shmuel ISAAC MayaAdvisorregistration: current employment
Feb 5, 2025 to presentfactForm ADV
← PATRICK SIMONAdvisorregistration: current employment
Nov 21, 2024 to presentfactForm ADV
← ANDREA JOSE BRUNOAdvisorregistration: current employment
Nov 11, 2024 to presentfactForm ADV

Moved with (1)

← INSIGNEO ADVISORY SERVICES, LLCRegistered adviser2 advisors, team lift out, same day
Sep 4, 2024 to Feb 5, 2025factForm ADV

Controls (2)

← MAYA, SHMUEL, ISAACOwnerMANAGING DIRECTOR, ownership code E, individual
Jul 25, 2024 to Dec 13, 2024factForm ADV
← Diamantis, Michelle, OlympiaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 4, 2024 to Dec 13, 2024factForm ADV

Dated events

Occurred
Mar 11, 2026
Regulatory AUM changed
Aventura Private Wealth, Llc reported RAUM $374.8M, up 40% from $268.4M (2025-08-21 to 2026-03-11)
Form ADVobserved 6 days ago
$106M
Occurred
Sep 4, 2024
Control person joined
Olympia Michelle Diamantis (Chief Compliance Officer) appeared on Schedule A of Aventura Private Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Sep 4, 2024
Team lift-out
2 advisors left Insigneo Advisory Services, LLC (Miami, FL) for Aventura Private Wealth, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Jul 25, 2024
First Form ADV filing
Aventura Private Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff0ca180-27f0-189d-030c-a48118a99122
First observed: Jul 25, 2024
Last observed: May 4, 2026 4 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.

AVENTURA PRIVATE WEALTH, LLC

CRD 332630

AVENTURA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff0ca180-27f0-189d-030c-a48118a99122

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREA JOSE BRUNO

n/a

AVENTURA, FL

PATRICK SIMON

n/a

AVENTURA, FL

Shmuel ISAAC Maya

n/a

AVENTURA, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Diamantis, Michelle, Olympia

CHIEF COMPLIANCE OFFICER

yes

09/2024

Sep 4, 2024

Dec 13, 2024

MAYA, SHMUEL, ISAAC

MANAGING DIRECTOR

yes

07/2024

Jul 25, 2024

Dec 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AVENTURA PRIVATE INSURANCE, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$375M

n/a

2024

Feb 20, 2025

$268M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$375M

$268M

39.7%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INSIGNEO ADVISORY SERVICES, LLC

Sep 4, 2024

Feb 5, 2025

MIAMI, FL

Team lift out

Ibd to new firm

1.4%