DAVIVIENDA INVESTMENT ADVISOR USA LLC
Legal name: DAVIVIENDA ADVISORS
CRD #319755 SEC #801-127034 MIAMI, FL 786-238-7925
SEC Registered
Total AUM
$109.2M
Discretionary
$10.8M
Employees
7
Clients
--
Accounts
126
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $109.2M | $10.8M | $98.3M | 7 | 0 |
| May 2024 | $121.7M | $4.1M | $117.5M | 4 | 0 |
| Mar 2024 | $121.7M | $4.1M | $117.5M | 4 | 0 |
| Dec 2023 | $114.2M | $3M | $111.1M | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Jul 2023 | $0 | $0 | $0 | 2 | 0 |
| Jul 2023 | $0 | $0 | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| May 2023 | $0 | $0 | $0 | 2 | 0 |
| Feb 2023 | $0 | $0 | $0 | 2 | 0 |
| Dec 2022 | $0 | $0 | $0 | 1 | 0 |
| Nov 2022 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$109.2M
Discretionary$10.8M
Non-Disc.$98.3M
Employees7
Clients0
DateMay 2024
Total AUM$121.7M
Discretionary$4.1M
Non-Disc.$117.5M
Employees4
Clients0
DateMar 2024
Total AUM$121.7M
Discretionary$4.1M
Non-Disc.$117.5M
Employees4
Clients0
DateDec 2023
Total AUM$114.2M
Discretionary$3M
Non-Disc.$111.1M
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0