Overview
Assets Under Management: $136 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 56
Average Client Assets: $1.9 million
Frequently Asked Questions
AVENTUS INVESTMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153390), AVENTUS INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
AVENTUS INVESTMENT ADVISORS, INC. is headquartered in NAPLES, FL.
AVENTUS INVESTMENT ADVISORS, INC. serves 56 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, AVENTUS INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
AVENTUS INVESTMENT ADVISORS, INC. manages $136 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, AVENTUS INVESTMENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.19%
Average Client Assets: $1.9 million
Total Client Accounts: 406
Discretionary Accounts: 406
Regulatory Filings
CRD Number: 153390
Filing ID: 2068122
Last Filing Date: 2026-03-20 09:45:48