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, owner-operated registered investment adviser organized as an LLC that serves individual, family and some institutional clients. The firm provides financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and acts as a capital allocator through selection of third‑party advisers and fund managers. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, and the firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Rolando Perez

    Founder, President and Chief Investment OfficerCRD 6536522

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
400 W Nolana Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth