BIGSUR WEALTH MANAGEMENT, LLC (CRD# 146511) is an SEC-Registered Investment Advisor (RIA), headquartered in Miami, FL. The SEC approved the firm to operate as an RIA in Apr 2008. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $1.0 Billion, and has discretion over 46% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 80% .  
BIGSUR WEALTH MANAGEMENT, LLC also reported in Mar 2018:
  • 21 employees, with 12 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BIGSUR WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.

View BIGSUR WEALTH MANAGEMENT, LLC's most recent Form ADV filing

BIGSUR WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: DE-Aug 2015, FL-Apr 2008

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