Inactive

Eduardo Antonio Villa Ospina

A&M Private Wealth Partners, LLC

West Palm Beach, FL

Claim This Profile

Current Employers

A&M Private Wealth Partners, Llc

300 Banyan Blvd 10Th Floor, West Palm Beach, FL 33401 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-24

FL RA
APPROVED

Since 2025-01-24

Branch Locations

300 Banyan Blvd 10Th Floor, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Greenway Wealth Management	Palm Beach Gardens	FL	08/2015	08/2024
A&M Private Wealth Partners	Palm Beach Gardens	FL	09/2024	Present

08/2015 → 08/2024

Greenway Wealth Management

Palm Beach Gardens, FL
09/2024 → Present

A&M Private Wealth Partners

Palm Beach Gardens, FL

Previous Registrations

2015-05-29 → 2015-10-07

Gfo Advisory Services, Llc

Greenwich, CT
2008-08-21 → 2014-04-29

We Family Offices

Miami, FL

Coral Gables, FL
2008-10-20 → 2013-01-15

Gfo Advisory Services, Llc

Greenwich, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-07-07

S65 Uniform Investment Adviser Law Examination

2008-07-07

Designations

Other Names

Eduardo A Villa
Eduardo Antonio Villa

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC

MYRIAD ASSET MANAGEMENT ADVISORS LLC

TCG STRATEGIC INCOME ADVISOR LLC

SUNRISE MANAGER LLC

UBS FINANCIAL SERVICES INC.

CIBC PRIVATE WEALTH ADVISORS, INC.

CRESSET ASSET MANAGEMENT, LLC

Other Investors

SUZANN RITA ZADANOSKY

ROBERT EDWARD DEFOREST

RYAN JOSEPH MCGOVERN

WAYNE JULIUS SAFRO

SCOTT BERNARD ARENTSEN

NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL

MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL

TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

SUNRISE MANAGER LLC · WEST PALM BEACH, FL

SRT GROUP LLC · WEST PALM BEACH, FL

UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor