MIAMI WEALTH MANAGEMENT LLC
Legal name: MIAMI WEALTH MANAGEMENT ?
CRD #298416 SEC #801-114070 MIAMI, FL 305-350-2100
SEC Registered
Total AUM
$167.6K
Discretionary
$167.6K
Employees
1
Clients
0
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $158.4K | $158.4K | $0 | 1 | 2 |
| Oct 2021 | $167.6K | $167.6K | $0 | 1 | 2 |
| Aug 2021 | $72.8K | $72.8K | $0 | 1 | 2 |
| Jul 2021 | $72.8K | $72.8K | $0 | 1 | 2 |
| May 2020 | $0 | $0 | $0 | 1 | 2 |
| Mar 2019 | $0 | $0 | $0 | 1 | 0 |
| Aug 2018 | $0 | $0 | $0 | 1 | 0 |
| Aug 2018 | $0 | $0 | $0 | 1 | 0 |
DateMar 2022
Total AUM$158.4K
Discretionary$158.4K
Non-Disc.$0
Employees1
Clients2
DateOct 2021
Total AUM$167.6K
Discretionary$167.6K
Non-Disc.$0
Employees1
Clients2
DateAug 2021
Total AUM$72.8K
Discretionary$72.8K
Non-Disc.$0
Employees1
Clients2
DateJul 2021
Total AUM$72.8K
Discretionary$72.8K
Non-Disc.$0
Employees1
Clients2
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients2
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0