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OPENVEST
OPENVEST ACCESS LLC
CRD 328152 · SEC 801-132047
66 W FLAGLER ST STE 900, MIAMI, FL, 33130, United States
Phone
917-678-8797
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$353K
Discretionary AUM
$353K
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $353K |
States served
CA, CO, GA, KS, LA, MI, NY, OH, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD