Data / Investment advisers / Florida / Myriad Asset Management Advisors LLC
Myriad Asset Management Advisors LLC, West Palm Beach, FL: $381 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Myriad Asset Management Advisors LLC is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $381 million in regulatory assets under management in its Form ADV filed February 3, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 335546
- SEC file number
- 801-134132
- SEC status
- Approved, effective August 11, 2025
- Main office
- 525 Okeechobee Blvd, Suite 1140, West Palm Beach, FL 33401
- Phone
- (561) 823-0896
- Website
- myriadasset.com
- Regulatory AUM
- $380,881,698 in the Form ADV filed February 3, 2026
- Discretionary AUM
- $380,881,698
- Accounts
- 1
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 3, 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 |
|---|---|---|
| Investment companies | 1 | $380.9 million |
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 |
|---|---|---|
| March 2, 2026 | $380.9 million | February 3, 2026 |
| December 1, 2025 | $362.5 million | October 7, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blue Ocean Capital | West Palm Beach | $619.2 million | Not listed | adviserinfo.sec.gov |
| Paulson Wealth Management Inc. | West Palm Beach | $558.9 million | Not listed | adviserinfo.sec.gov |
| Affiliated Private Investors LLC | West Palm Beach | $533.7 million | 5 | adviserinfo.sec.gov |
| Priority Senior Secured Income Management, LLC | West Palm Beach | $479.1 million | Not listed | adviserinfo.sec.gov |
| Ardan Equity Partners, LLC | West Palm Beach | $441.4 million | 11 | adviserinfo.sec.gov |
| Agnello Financial Group, Inc. | West Palm Beach | $378.6 million | Not listed | adviserinfo.sec.gov |
| Remedium Capital Partners | West Palm Beach | $319 million | Not listed | adviserinfo.sec.gov |
| Sunrise Manager LLC | West Palm Beach | $311.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Myriad Asset Management Advisors 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.