# DOWNTOWN WEALTH STUDIOS, LLC

DOWNTOWN WEALTH STUDIOS, LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 325213
- Type: SEC-registered investment adviser
- SEC file number: 801-127415
- Location: 218 NORTHWEST 24TH ST., MIAMI, FL, 33127
- Phone: 888-240-2737
- Latest filing: 2026-03-11
- Regulatory AUM: $563.5M
- Discretionary AUM: $41.4M
- Non-discretionary AUM: $522.1M
- Clients: 5
- Accounts: 135

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Christopher Cefalu | MANAGING MEMBER; MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Kupfer Corey NMN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Cefalu Joseph Christopher | MANAGING MEMBER; MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | — |


## Branch offices (16)

_Showing 15 of 16 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (888) 240-2737 |
| — | — | 1 | (888) 240-2737 |
| CAMBRIDGE | MA | 1 | (888) 240-2737 |
| — | — | 1 | (888) 240-2737 |
| NEW YORK | NY | 1 | (888) 240-2737 |
| NEW YORK | NY | 1 | (888) 240-2737 |
| BEVERLY HILLS | CA | 1 | (888) 240-2737 |
| NEW YORK | NY | 1 | (888) 240-2737 |
| — | — | 1 | (888) 240-2737 |
| — | — | 1 | (888) 240-2737 |
| CAMBRIDGE | MA | 1 | (888) 240-2737 |
| — | — | 1 | (888) 240-2737 |
| NEW YORK | NY | 1 | (888) 240-2737 |
| NEW YORK | NY | 1 | (888) 240-2737 |
| BEVERLY HILLS | CA | 1 | (888) 240-2737 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325213/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325213/similar
- Related entities: https://search.stillhousedata.com/firm/325213/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325213

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.