Data / Investment advisers / Florida / Las Olas Capital Wealth LLC
Las Olas Capital Wealth LLC, Fort Lauderdale, FL: $269 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Las Olas Capital Wealth LLC is an SEC registered investment adviser with its main office in Fort Lauderdale, Florida and reports $269 million in regulatory assets under management in its Form ADV filed August 24, 2026. Its clients include corporations and other businesses, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 340641
- SEC file number
- 801-135935
- SEC status
- Approved, effective April 22, 2026
- Main office
- 200 SW First Ave Suite 1070, Fort Lauderdale, FL 33301
- Phone
- (954) 289-4692
- Website
- lasolascap.com
- Regulatory AUM
- $269,119,236 in the Form ADV filed August 24, 2026
- Discretionary AUM
- $269,119,236
- Accounts
- 47
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- August 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 4 | $209.6 million |
| High net worth individuals | 32 | $56.4 million |
| Individuals (other than high net worth individuals) | 10 | $2.9 million |
| Charitable organizations | 1 | $122,527 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $269.1 million | August 24, 2026 |
| May 1, 2026 | Not listed | March 23, 2026 |
Other advisers in Fort Lauderdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fiori Financial Group | Fort Lauderdale | $567.4 million | Not listed | adviserinfo.sec.gov |
| Consilium Investment Management LLC | Fort Lauderdale | $540.6 million | 2 | adviserinfo.sec.gov |
| Exodus Wealth, LLC | Fort Lauderdale | $483.6 million | Not listed | adviserinfo.sec.gov |
| Weathervane Asset Management LLC | Fort Lauderdale | $384.1 million | 65 | adviserinfo.sec.gov |
| Aragon Capital LLC | Fort Lauderdale | $349.3 million | Not listed | adviserinfo.sec.gov |
| Las Olas Capital Advisors, LLC | Fort Lauderdale | $267.2 million | 7 | adviserinfo.sec.gov |
| Bridges Capital LLC | Fort Lauderdale | $251.6 million | Not listed | adviserinfo.sec.gov |
| Qso Capital Management LLC | Fort Lauderdale | $250 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Lauderdale, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Las Olas Capital Wealth LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.