# Miami Wealth Management

Miami Wealth Management is a Bank / Wealth / Trust based in Miami, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Assets under management:** Undisclosed
- **Website:** miamiwealthmanagement.com

## Regulatory record

- **Reports private funds:** No

## About

Miami Wealth Management is a wealth manager based in Miami, US. It manages approximately $158 million in assets, primarily serving clients in North America.

## 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.

## Related profiles

- [Miami Foundation](https://altss.com/profile/miami-foundation)
- [Michael J. Crew](https://altss.com/profile/michael-j-crew)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/miami-wealth-management

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