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

BIGSUR WEALTH MANAGEMENT, LLC

Advisory

N·MIAMI, FL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

+6.2%

3-Year CAGR

+6.8%

Employees

9

Assets Under Management

Total AUM$1.3B

Discretionary AUM$822M

Non-Discretionary AUM$460M

Discretionary %64.1%

Total Clients78

Team

Total Employees9

Investment Advisers16

Employee Growth (1Y)—

Filing History

Total Filings on Record46

First FilingMar 25, 2008

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BIGSUR WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.