# Aventura Private Wealth

Aventura Private Wealth is an Asset Manager based in Aventura, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Aventura, United States
- **Region:** North America
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** https://aventuraprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/aventura-private-wealth

## Regulatory record

- **CRD number:** 332630
- **SEC file number:** 801-130986
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332630

## About

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.

## People

- 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

## 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.

## Related profiles

- [SW ITERAM US Advisors](https://altss.com/profile/sw-iteram-us-advisors)
- [SGT CAPITAL AG](https://altss.com/profile/sgt-capital-ag)

---

Last updated: 2026-08-11T15:06:13.093Z

Canonical page: https://altss.com/profile/aventura-private-wealth-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology