AdvisorOS Directory
Claim Profile
TP

Tatiana Paolucci

LINN WEALTH CAPITAL MANAGEMENT, LLC·MIAMI BEACH, Florida
Unclaimed Profile
1111 LINCOLN RD., MIAMI BEACH, FL 33139CRD# 7580809Firm CRD# 288030
01

About

Tatiana Paolucci is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with LINN WEALTH CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES
AUM
$128M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7580809
Firm CRD# 288030
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI BEACH?

Browse all registered financial advisors in MIAMI BEACH, Florida or claim this profile if it's yours.

Browse MIAMI BEACH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Tatiana Paolucci offer?
Tatiana Paolucci specializes in Financial Planning, Investment Management. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Tatiana Paolucci's credentials?
Tatiana Paolucci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tatiana Paolucci located?
Tatiana Paolucci is based in MIAMI BEACH, Florida, working with LINN WEALTH CAPITAL MANAGEMENT, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Tatiana Paolucci charge for services?
Tatiana Paolucci's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINN WEALTH CAPITAL MANAGEMENT, LLC?
LINN WEALTH CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LINN WEALTH CAPITAL MANAGEMENT, LLC

Jordan Alan Linn
MIAMI BEACH, FL
Samantha Anne Viola
MIAMI BEACH, FL

More Advisors in MIAMI BEACH, Florida

Daniele Ghiotti
VESTA WEALTH MANAGEMENT, LLC·MIAMI BEACH, FL
Ilene D. Penn
PENNANTPARK INVESTMENT ADVISERS, LLC·MIAMI BEACH, FL
Prashanth K Bobba
ASTEYA PARTNERS, LLC·MIAMI BEACH, FL
Ana Sofia Rios Artigas
ALSIS FUNDS, LLC·MIAMI BEACH, FL
Barry Stuart Sternlicht
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.·MIAMI BEACH, FL
David Dereck Kassir
MANNA WEALTH MANAGEMENT·MIAMI BEACH, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile