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Aventura Private Wealth
Aventura Private Wealth integrates four key areas of wealth management into one coordinated approach for high-net-worth families. Services include wealth...
Aventura Private Wealth
Aventura Private Wealth integrates four key areas of wealth management into one coordinated approach for high-net-worth families. Services include wealth management, private market access, founders and executives support, and family office services. They coordinate retirement income, tax-efficient portfolios, trust strategies, and multi-generational legacy planning.
General information
Firm type
Asset Manager
Year founded
2023
Location
Region
North America
Country
United States
City
Aventura
Principals
Shmuel Maya
Managing Director – Founder
Dayana Velasco
Chief Growth Officer
Michelle Diamantis
Chief Compliance Officer
Patrick Simon
Investor Advisor Representative, VP – Investments
Andrea Bruno
Senior Registered Client Associate
Michelle Diamantis Simon
Chief Compliance Officer
Frequently asked questions
Why does Aventura Private Wealth have no website or LinkedIn presence?
The firm has chosen not to maintain any discoverable digital footprint. While most registered investment advisors use a website for client acquisition and regulatory transparency, a deliberate absence can indicate a practice built on private family referrals where existing clients value absolute discretion over public profile. No public statement explains the firm's reasoning.
What is known about Aventura Private Wealth's investment strategy?
Nothing is publicly known. The firm has not published a strategy document, ADV Part 2 brochure, or marketing material in any accessible format. Without named portfolio holdings, asset-class disclosures, or a stated investment philosophy, the firm's actual approach to capital management is entirely opaque.
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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