RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 11, 2025
Branch Offices
10

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Cefalu, Joseph, ChristopherIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
Cefalu, Joseph, ChristopherIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
Cefalu, Joseph, ChristopherIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
Cefalu, Joseph, ChristopherIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
Cefalu, Joseph, ChristopherIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
Cefalu, Joseph, ChristopherIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
Cefalu, Joseph, ChristopherIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
Kupfer, Corey, NMNICHIEF COMPLIANCE OFFICERNA Control
Kupfer, Corey, NMNICHIEF COMPLIANCE OFFICERNA Control
CREATIVE WEALTH COLLABORATION LLCDEMANAGING MEMBER/HOLDING COMPANYE Control
CREATIVE WEALTH COLLABORATION LLCDEMANAGING MEMBER/HOLDING COMPANYE Control
CREATIVE WEALTH COLLABORATION LLCDEMANAGING MEMBER/HOLDING COMPANYE Control
CREATIVE WEALTH COLLABORATION LLCDEMANAGING MEMBER/HOLDING COMPANYE Control
CREATIVE WEALTH COLLABORATION LLCDEMANAGING MEMBER/HOLDING COMPANYE Control
CREATIVE WEALTH COLLABORATION LLCDEMANAGING MEMBER/HOLDING COMPANYE Control
CREATIVE WEALTH COLLABORATION LLCDEMANAGING MEMBER/HOLDING COMPANYE Control
CREATIVE WEALTH COLLABORATION LLCDEMANAGING MEMBER/HOLDING COMPANYE Control
CREATIVE WEALTH COLLABORATION LLCDEMANAGING MEMBER/HOLDING COMPANYE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Cefalu, Joseph, ChristopherICREATIVE WEALTH COLLABORATION LLCE Control
Cefalu, Joseph, ChristopherICREATIVE WEALTH COLLABORATION LLCE Control
Cefalu, Joseph, ChristopherICREATIVE WEALTH COLLABORATION LLCE Control
Cefalu, Joseph, ChristopherICREATIVE WEALTH COLLABORATION LLCE Control
Cefalu, Joseph, ChristopherICREATIVE WEALTH COLLABORATION LLCE Control
Cefalu, Joseph, ChristopherICREATIVE WEALTH COLLABORATION LLCE Control
Kupfer, Corey, NMNIRYAKA HOLDINGS, LLCE Control
Kupfer, Corey, NMNIRYAKA HOLDINGS, LLCE Control
RYAKA HOLDINGS, LLCDECREATIVE WEALTH COLLABORATION LLCE Control
RYAKA HOLDINGS, LLCDECREATIVE WEALTH COLLABORATION LLCE Control

Registrations

Federal

IA
Mar 11, 2025 REGISTERED

Notice Filings (6)

AZ CA FL MA NH NY

Address

218 NORTHWEST 24TH ST.
MIAMI, FL 33127
United States
Phone: 888-240-2737