Wealth manager, independent · Coral Gables, FL
Maximai Investment Partners, LLC
SEC-registered investment adviser · CRD 284919 · SEC 801-108257
At a glance
Maximai Investment Partners, LLC is an SEC-registered investment adviser based in Coral Gables, Florida, with $696 million in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 171 individual clients. By Form ADV it is a wealth manager, ranked 2,154th of 8,915 wealth managers and 6,565th of 17,210 SEC-registered advisers by assets.
Main office 786-332-6050maximaipartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $696M
- Rank among wealth managers
- #2,154 of 8,915
- Rank among all SEC RIAs
- #6,565 of 17,210
- Rank in Florida
- #347 of 1,090
- Individual clients
- 171
- High-net-worth clients
- 159
- Accounts
- 974
- Discretionary
- 79% of AUM
- Employees
- 8
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Elizabeth Van WalleghemPrincipal, CEO, Managing Member
- Daniella VieteChief Compliance Officer / COO
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed March 2026) names Insigneo Securities as the broker-dealer its advisers are registered with.
d under the Fees and Compensation section in this brochure, persons providing investment advice on behalf of our firm are registered representatives with Insigneo Securities LLC , a securities broker-dealer, and a member of FINRA and SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 159 | $694M | 100% |
| Individuals | 12 | $1M | <1% |
Disciplinary disclosures
Maximai Investment Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗maximaipartners.com ↗
AtlasMembers
The full record on Maximai Investment Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 4,526 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Maximai Investment Partners, LLC manage?
Maximai Investment Partners, LLC reports $696 million in regulatory assets under management across 974 accounts, 79% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is Maximai Investment Partners, LLC?
Maximai Investment Partners, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Maximai Investment Partners, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($694 million, 159 clients); individuals ($1 million, 12 clients).
Does Maximai Investment Partners, LLC have any disciplinary history?
Maximai Investment Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Maximai Investment Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →