NEWERA WEALTH
Total AUM
$21.7M
Employees
2Clients
11Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
121 ALHAMBRA PLAZA
SUITE 1000
CORAL GABLES
FL 33134
United States
SUITE 1000
CORAL GABLES
FL 33134
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
786-577-9396
Financials
Total AUM
$21.7M
Accounts
33Discretionary
$7.8M
Accounts
20Non-Discretionary
$13.9M
Accounts
13
Clients
HNW Individual Clients
4AUM
$1.2M
Corporation or Business Clients
5AUM
$17.8M
Other Clients
2AUM
$2.7M
Description of Other Clients
TRUSTS
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
FLTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.