DOWNTOWN WEALTH STUDIOS, LLC

218 Northwest 24th St.
Miami, Florida 33127
Tel: 888-240-2737

About DOWNTOWN WEALTH STUDIOS, LLC

DOWNTOWN WEALTH STUDIOS, LLC, formally registered with the SEC as DOWNTOWN WEALTH STUDIOS, LLC. The firm was established in 03/07/2023. They have over 11 offices throughout the country.

DOWNTOWN WEALTH STUDIOS, LLC is a Miami, Florida based Financial Planning firm with nearly $886,324,113 assets under management, offering retirement planning & investment advisory services to 116 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325213
SEC#	801-127415
Assets Managed by Firm	$886,324,113
No. of Clients	116
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	116	$886,324,113
Individuals (other than high net worth individuals)	5	$1,708,918
High net worth individuals	32	$882,479,581
Charitable organizations	1	$2,135,614

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