SEC-registered independent wealth management RIA
Openvest
As of its Form ADV filed June 29, 2026, Openvest, an SEC-registered independent wealth management RIA in Aventura, Florida, reported $353,485 in regulatory assets under management across 139 accounts, ranking #1420 among independent RIAs in Florida by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 328152
- SEC file number
- 801-132047
- Registered since
- February 27, 2025
- Latest Form ADV filing
- June 29, 2026
- Legal name
- OPENVEST ACCESS LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $353,485
- Discretionary
- $353,485 (100.0%)
- Non-discretionary
- $0
- Accounts
- 139 (139 discretionary)
- Clients
- 139, approximate as reported
- Employees
- 2
- Advisory staff
- 1 performing investment advisory functions
- Average account
- $2,543
- Asset growth, 1 year
- 14852.8% (from $2,364 a year earlier)
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 308.8% (from 34)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Florida | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #18,948 | #1,420 | $353,485 |
| Independent RIAs with the biggest asset gains over one year | #6,766 | #459 | $351,121 |
| Independent RIAs with the most clients | #7,242 | #448 | 139 |
| Independent RIAs with the most accounts | #9,962 | #659 | 139 |
| Independent RIAs with the most advisory staff | #10,188 | #740 | 1 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| September 2, 2025 | $2,364 |
| October 2, 2026 | $353,485 |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 139 clients | $353,485 | |
| High net worth individuals fewer than 5 clients | $0 | |
| Banking or thrift institutions fewer than 5 clients | $0 | |
| Pension and profit sharing plans fewer than 5 clients | $0 | |
| Charitable organizations fewer than 5 clients | $0 | |
| State or municipal government entities fewer than 5 clients | $0 | |
| Other investment advisers fewer than 5 clients | $0 | |
| Insurance companies fewer than 5 clients | $0 | |
| Sovereign wealth funds and foreign official institutions fewer than 5 clients | $0 | |
| Corporations or other businesses fewer than 5 clients | $0 |
How the firm is paid
- Fixed fees
Advisory services
- Portfolio management for individuals or small businesses
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
None reported.
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 0
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 0
IAR registrations by jurisdiction are not available for this firm. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Florida
| Firm | City | RAUM |
|---|---|---|
| Achilles Wealth Management, LLC | Boynton Beach | $353,000 |
| Foresight Financial Advisory | Jupiter | $350,000 |
| Seth Heine LLC | Ormond Beach | $350,000 |
| Zenith Wealth Management | Orlando | $346,310 |
| Stewart Wealth Management, LLC | Naples | $343,000 |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Openvest on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: openvest.co
- Independent RIAs in Florida
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.