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SEC-registered adviser

A••••• W•

Independent wealth managerAventura, FloridaCRD 340858SEC 801-135667websiteIAPD
Legal name A••••• W••••• M••••••••• U•• L••
Latest filing Jul 20, 2026
First filing on the tape May 5, 2026 · 2 filings
SEC status approved since May 7, 2026
RAUM
$101M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$101M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$101M as of Jul 20, 2026
May 5, 2026$0 then
HNW client RAUM: $101M
State-registered IARs (5.B.3)1 as of Jul 20, 2026
May 5, 20262 then
Employees (5.A)5 as of Jul 20, 2026
May 5, 20263 then
Private funds: no history
Practice profile
derived from the filing of Jul 20, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
  • UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
RAUM per advisor
$101MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$20.3MderivedHNW RAUM over HNW clients
Average account
$8.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
5.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, otherreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$101M100%
Individual clients
n/areported
HNW clients
5reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
12reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••• D•••••• · Coocontrol
        since 01/2026 · owns less than 5%
      • C•••• J•••• L• · Ciocontrol
        since 01/2026 · owns less than 5%
      • R••••• J•••• C••••• · Cco Member
        since 03/2026 · owns less than 5%
      Entity owners
      • A••••••••• L• · Member
        direct · owns 50% to 75%
      • J•• S•••••••• H••••••• L•• · Member
        direct · owns 10% to 25%
      • K••••• 1• C••••••••• L•• · Member
        direct · owns 10% to 25%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 12
        May 5, 2026 to Jul 20, 2026
      • Advisory employees · 2 to 1
        May 5, 2026 to Jul 20, 2026
      • HNW clients · unset to 5.0
        May 5, 2026 to Jul 20, 2026
      • Employees · 3 to 5
        May 5, 2026 to Jul 20, 2026
      • State-registered IARs · 2 to 1
        May 5, 2026 to Jul 20, 2026
      • Discretionary RAUM · $0 to $101M
        May 5, 2026 to Jul 20, 2026
      • HNW RAUM · unset to 101303220.0
        May 5, 2026 to Jul 20, 2026
      • RAUM · $0 to $101M
        May 5, 2026 to Jul 20, 2026
      Signals
      1 dated events
      • ••• Locked
        May 5, 2026 · Owner of a newly registered adviser · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business email
      i•••@a•••••.comreportedpublished by the firm, firm site, Sep 17, 2026
      Business phone
      305-405-9000reportedpublished by the firm, firm site, Sep 17, 2026
      Website
      a•••••.comreportedpublic record, Form ADV, Jul 20, 2026
      Principal office phone
      305 405-9000reportedpublic record, Form ADV, Jul 20, 2026
      Contact form
      a•••••.comreportedpublished by the firm, firm site, Sep 17, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026