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Building 2INVENIO WEALTH PARTNERS, LLC

Map pinCORAL GABLES, FL
Phone971-371-3450
NotebookSEC #801-126561
Total AUM
$364M
Employees
5
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4000 PONCE DE LEON BLVD.
SUITE 415
CORAL GABLES
FL 33146
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
971-371-3450

ReceiptFinancials

Total AUM
$364M
Accounts
332
Discretionary
$356.7M
Accounts
311
Non-Discretionary
$7.3M
Accounts
21

ContactClients

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Individual Clients
74
AUM
$11.9M
HNW Individual Clients
234
AUM
$318.1M
Banking Clients
3
AUM
$5.5M
Pension/Profit Sharing Plan Clients
9
AUM
$14.7M
Charitable Organization Clients
4
AUM
$7.8M
Corporation or Business Clients
8
AUM
$6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING AND CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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