Owner · Aventura Private Wealth, LLC
Andrea J. Bruno
CRD 6176989 · Named on Form ADV at one SEC-registered adviser
At a glance
Aventura Private Wealth, LLC, an SEC-registered wealth manager based in Aventura, FL with $375 million in regulatory assets, lists Andrea J. Bruno on its Form ADV as Owner.
Firms and roles
- Aventura Private Wealth, LLCOwnerWealth manager · Aventura, FL · $375M in regulatory assets
AtlasMembers
Andrea’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Shmuel I. MayaManaging Director, Aventura Private Wealth, LLC
- Michelle O. DiamantisChief Compliance Officer, Aventura Private Wealth, LLC
- Dayana VelascoOwner, Aventura Private Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrea’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.