ANIMUS WEALTH MANAGEMENT, LLC.

RIASEC Registered
Total AUM
$11.9M
Discretionary
$0
0% of AUM
Avg account
$361K
Accounts
33
Employees
2
Advisory reps
1

Firm details

Headquarters
MCALLEN, Texas
CRD number
309189
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI48.74%
  • Individuals33.61%
  • Corporations / Businesses17.65%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Animus Wealth Management, LLC is an independent, single-owner registered investment adviser operating as an LLC. The firm acts as a capital allocator and combines financial planning with portfolio management for individuals, families and smaller businesses, and it also conducts selection-of-other-advisers work on clients’ behalf. Its fee arrangements include asset-based fees plus hourly and fixed-fee options. Filings indicate the firm does not market itself as an ESG-focused manager and it is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 38%, Cash & Cash Equivalents 10%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities38%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • ROLANDO PEREZ

    Founder, President and Chief Investment OfficerCRD 6536522

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MCALLEN, TX

HIDALGO

Location

MCALLEN, TX

Headquartered in MCALLEN, TX, anchoring the McAllen-Edinburg, TX metro in the South.

Metro area
McAllen-Edinburg, TX
Region
South
County
HIDALGO
Address
3600 N McColl Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth