RIA Intel›Advisers›Florida›BATMAN WEALTH MANAGEMENT, LLC

BATMAN WEALTH MANAGEMENT, LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL

#1,960

of 2,610 advisers by AUM

Average account

$224K

across 100 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$22M

Discretionary %

100%

Clients

59

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

SOUTH FLORIDA PENSION GROUP, LLC

$22M

PROVIDENCE CAPITAL, LC

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-41.4% 1Y

TRIUMPH PRIVATE WEALTH LLC

ORLANDO, FL

$22M

LVS ADVISORY LLC

$22M

PARACCA FINANCIAL GROUP LLC

OSPREY, FL

$22M

EMERGENT GLOBAL INVESTMENTS, LLC

CORAL GABLES, FL

$23M

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