Data / Investment advisers / Florida / WLT Partners
WLT Partners, Miami, FL: $104 million AUM, SEC registered investment adviser
WLT Partners is an SEC registered investment adviser with its main office in Miami, Florida and reports $104 million in regulatory assets under management in its Form ADV filed October 7, 2026. Its clients include high net worth individuals, corporations and other businesses and insurance companies. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 339994
- SEC file number
- 801-135681
- SEC status
- Approved, effective March 31, 2026
- Legal name
- WLT Partners Inc.
- Main office
- 1395 Brickell Avenue Suite 800, Miami, FL 33131
- Phone
- (305) 200-8877
- Website
- wltpartnersria.com
- Regulatory AUM
- $104,287,165 in the Form ADV filed October 7, 2026
- Discretionary AUM
- $104,287,165
- Accounts
- 48
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 7, 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 |
|---|---|---|
| High net worth individuals | 31 | $49.7 million |
| Corporations or other businesses | 11 | $44.9 million |
| Insurance companies | 1 | $1.7 million |
| Individuals (other than high net worth individuals) | 2 | $478,667 |
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 |
|---|---|---|
| August 3, 2026 | $104.3 million | July 31, 2026 |
| April 1, 2026 | Not listed | March 9, 2026 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Uyana Partners LLC | Miami | $115 million | Not listed | adviserinfo.sec.gov |
| Veltria Advisors Corp. | Miami | $113.2 million | Not listed | adviserinfo.sec.gov |
| Goi | Miami | $111.3 million | Not listed | adviserinfo.sec.gov |
| Stonex International Advisors Inc | Miami | $106.7 million | Not listed | adviserinfo.sec.gov |
| Clout Capital | Miami | $105 million | Not listed | adviserinfo.sec.gov |
| Eurocapital Advisors, Inc | Miami | $103.6 million | Not listed | adviserinfo.sec.gov |
| Lion Capital Advisors LLC | Miami | $94.8 million | Not listed | adviserinfo.sec.gov |
| Arias Resource Capital Management LP | Miami | $90.8 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- WLT Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.