Together Wealth Group LLC
● SEC registered since 2026CRD 341389SEC# 801-136432Miami Beach, FL
Reg. AUM
—
Employees
5
Accounts
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Location
Miami Beach, FL
Together Wealth Group LLC assets under management
Together Wealth Group LLC is an investment advisory firm registered with the SEC based in Miami Beach, FL. The firm has been registered since 2026. It employs 5 people.
Together Wealth Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Preston Durand Control | Chief Compliance Officer | Under 5% | 2025 |
| Mark Christopher Smith Control | Managing Member | Over 75% | 2025 |
Frequently asked questions
How many employees does Together Wealth Group LLC have?
Together Wealth Group LLC reports 5 employees.
Where is Together Wealth Group LLC located?
Together Wealth Group LLC is based in Miami Beach, FL and has been SEC-registered since 2026.
Does Together Wealth Group LLC disclose fund performance?
Together Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1688 Meridian Ave, Suite 700, Miami Beach, FL 33139 |
| Phone | (786) 245-3448 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 62%
More than 38% of 16,825 advisers