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AAA+ Wealth Management Advisors
AAA+ Wealth Management Advisors was established as a multi-family office in Miami. Alfredo Unda Broll serves as founder and director; Alfredo Sobalvarro Ruata...
AAA+ Wealth Management Advisors
AAA+ Wealth Management Advisors was established as a multi-family office in Miami. Alfredo Unda Broll serves as founder and director; Alfredo Sobalvarro Ruata acts as business partner. The firm focuses on estate planning, tax structuring, and investment management for client families. The firm deploys capital through direct co-investments, real estate, private equity, and fund-of-funds commitments. Confirmed holdings include residential projects at 5928 SW 69th Ave in South Miami and 8525 SW 122nd St in Pinecrest. It maintains exposure in North America, South America, Europe, and the Middle East. Investment stages span seed through Series G. Additional offices operate in Guatemala City and Dubai. The firm lists no public AUM figure and reports no headcount. No operational events from the past 24 months appear in available records. Governance ties link the family office to Virtus Real Estate through shared principals, creating an integrated platform for property and advisory mandates.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, United States
Additional offices
Guatemala City, Guatemala · Dubai, UAE
Principals
Alfredo Unda Broll
Founder / Director
Alfredo Sobalvarro Ruata
Business Partner
Sector focus
Frequently asked questions
Who runs investment decisions at AAA+ Wealth Management Advisors?
Alfredo Unda Broll serves as founder and director. Alfredo Sobalvarro Ruata participates as business partner.
Does AAA+ Wealth Management Advisors participate in fund commitments or only direct deals?
The firm uses both direct co-investments and fund-of-funds structures.
What investment stages does AAA+ Wealth Management Advisors typically target?
Confirmed stages range from seed through Series G.
Where does AAA+ Wealth Management Advisors maintain offices?
Headquarters sit in Miami with additional offices in Guatemala City and Dubai.
How is AAA+ Wealth Management Advisors related to Virtus Real Estate?
Shared principals connect the two entities through Alfredo Unda Broll and Alfredo Sobalvarro Ruata.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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