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Miami Wealth Management
Miami Wealth Management is a wealth manager based in Miami, US. It manages approximately $158 million in assets, primarily serving clients in North America.
Overview
Miami Wealth Management is a wealth manager based in Miami, US. It manages approximately $158 million in assets, primarily serving clients in North America.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Frequently asked questions
Which geographic regions and client profiles does Miami Wealth Management primarily serve?
The firm's client base is concentrated among high-net-worth families from Latin America — particularly Brazil, Colombia, and Venezuela — who have established secondary personal or operational bases in South Florida. A smaller domestic allocation includes US-based entrepreneurs and professionals in the Miami metro area. The practice is structured around cross-border tax, estate, and residency planning rather than generalist domestic wealth management.
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