Downtown Wealth Studios, LLC
● SEC registered since 2023CRD 325213SEC# 801-127415Miami, FL
Reg. AUM
$563.5M
Employees
5
Accounts
135
Location
Miami, FL
Downtown Wealth Studios, LLC assets under management
Downtown Wealth Studios, LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2023. It reports $563.5 million in regulatory assets under management and employs 5 people.
Downtown Wealth Studios, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Creative Wealth Collaboration LLC Control | Managing Member/Holding Company | Over 75% | 2023 |
| Joseph Christopher Cefalu Control | Managing Partner, Chief Compliance Officer | Under 5% | 2023 |
| Joseph Christopher Cefalu Control | Managing Member | Over 75% | 2023 |
Frequently asked questions
How much does Downtown Wealth Studios, LLC manage?
Downtown Wealth Studios, LLC reports $563.5 million in regulatory assets under management on its Form ADV.
How many employees does Downtown Wealth Studios, LLC have?
Downtown Wealth Studios, LLC reports 5 employees.
Where is Downtown Wealth Studios, LLC located?
Downtown Wealth Studios, LLC is based in Miami, FL and has been SEC-registered since 2023.
Does Downtown Wealth Studios, LLC disclose fund performance?
Downtown Wealth Studios, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 218 Northwest 24th St., Miami, FL 33127 |
| Phone | 888-240-2737 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$563.5M▼ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$563.5Mregulatory AUM
Discretionary $41.4MNon-discretionary $522.1M