Dakota
Dakota
Book a Demo
Talk to an Expert

Aventura Private Wealth

EST. AUM
$374,802,190

CONTACTS
4

CLIENT ACCOUNTS
516

Firm Details

Metro area Miami
CRD Number 332630
Website aventuraprivatewealth.com
Client types

Overview

Founded on two core principles, Aventura Private Wealth prioritizes trust as a fiduciary commitment and a dedication to community service. The firm endeavors to foster robust relationships for its investors and their advisors. Drawing from 14 years of experience leading a thriving advisory business within a major bank, Shmuel established Aventura Private Wealth to provide clients with a unique approach, delivering impartial investment guidance, collaborating with top-tier partners, and offering comprehensive wealth management solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy