Private Wealth Management Platform

$12M

A boutique private wealth management firm based in South Florida, serving high-net-worth individuals and family offices. The platform manages advisory mandates across equities, fixed income, and alternative investments. Ideal for those seeking a foothold in the growing Florida wealth management corridor with an existing client book and compliance infrastructure.

Access to this opportunity begins with a confidential conversation. To explore whether this listing aligns with your objectives, reach out directly.