Openvest

Flat / fixed fees in Aventura, FL

SEC registeredNo commissions reported

Call (917) 678-8797 Send a message Map ↗

Public-record details

Address: 2875 Ne 191st Street St Ste 506, Aventura, FL 33180
Phone: (917) 678-8797
Listed under: Flat / fixed fees
Legal name: Openvest Access LLC
CRD number: 328152
Registration: SEC registered since 2025-02-27
Compensation (Form ADV 5.E): Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses
Regulatory assets under management: $353,485
Accounts managed: 139
Clients reported (Form ADV 5.D): 139
Individual / high-net-worth clients: 139 / 0
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-29

SEC registered investment adviser, CRD 328152, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 328152 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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