ANIMUS WEALTH MANAGEMENT, LLC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities38%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1ROLANDO PEREZ
Founder, President and Chief Investment OfficerCRD 6536522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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