DOWNTOWN WEALTH STUDIOS, LLC

DOWNTOWN WEALTH STUDIOS, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 325213). Regulatory assets under management: $563.5M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

NameRoleLocation
Joseph Christopher CefaluMANAGING MEMBER; MANAGING PARTNER, CHIEF COMPLIANCE OFFICER
Kupfer Corey NMNCHIEF COMPLIANCE OFFICER; MANAGING MEMBER
Cefalu Joseph ChristopherMANAGING MEMBER; MANAGING PARTNER, CHIEF COMPLIANCE OFFICER

Branch offices (16)

Showing 15 of 16 offices.

CityStateEmployeesPhone
1(888) 240-2737
1(888) 240-2737
CAMBRIDGEMA1(888) 240-2737
1(888) 240-2737
NEW YORKNY1(888) 240-2737
NEW YORKNY1(888) 240-2737
BEVERLY HILLSCA1(888) 240-2737
NEW YORKNY1(888) 240-2737
1(888) 240-2737
1(888) 240-2737
CAMBRIDGEMA1(888) 240-2737
1(888) 240-2737
NEW YORKNY1(888) 240-2737
NEW YORKNY1(888) 240-2737
BEVERLY HILLSCA1(888) 240-2737

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