RIA Intel›Advisers›Florida›FOLIONET ADVISERS LLC

FOLIONET ADVISERS LLC

Advisory

MIAMI, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL

#1,938

of 2,610 advisers by AUM

Average account

$23K

across 1,058 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,058

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

1,058 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

ECHELON VIRTUAL FAMILY OFFICE, LLC

$24M

PATRUMIN INVESTORS, LLC

$24M

LVR RESEARCH, LLC

DELRAY BEACH, FL

$24M

BLUE OCEAN WEALTH MANAGEMENT, LLC

$24M

ANCHOR ADVISORY, LLC

$24M

ONE SKY ASSET MANAGEMENT, LTD.

$24M

Get the full picture on FOLIONET ADVISERS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FOLIONET ADVISERS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans