DOWNTOWN WEALTH STUDIOS, LLC
CRD #325213 SEC #801-127415 MIAMI, FL 888-240-2737
SEC Registered
Total AUM
$635M
Discretionary
$19.7M
Employees
6
Clients
0
Accounts
117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $635M | $19.7M | $615.2M | 6 | 0 |
| Sep 2024 | $886.3M | $20M | $866.4M | 5 | 0 |
| Mar 2024 | $886.3M | $20M | $866.4M | 5 | 0 |
| Feb 2024 | $747.2M | $18.5M | $728.7M | 5 | 0 |
| Jun 2023 | $266.3M | $19.2M | $247.1M | 3 | 0 |
| Mar 2023 | $0 | $0 | $0 | 3 | 0 |
| Mar 2023 | $0 | $0 | $0 | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$635M
Discretionary$19.7M
Non-Disc.$615.2M
Employees6
Clients0
DateSep 2024
Total AUM$886.3M
Discretionary$20M
Non-Disc.$866.4M
Employees5
Clients0
DateMar 2024
Total AUM$886.3M
Discretionary$20M
Non-Disc.$866.4M
Employees5
Clients0
DateFeb 2024
Total AUM$747.2M
Discretionary$18.5M
Non-Disc.$728.7M
Employees5
Clients0
DateJun 2023
Total AUM$266.3M
Discretionary$19.2M
Non-Disc.$247.1M
Employees3
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0