Animus Wealth Management, LLC

RIAState 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 structured as a limited liability company. The firm serves both individual & family clients and institutional accounts and bills through a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. The firm identifies as a capital allocator, meaning it places client assets with external managers in addition to managing public fund exposures directly. Animus does not identify as an active ESG investor and filings indicate it is not a multi-state or newly formed adviser.

Assets & Accounts

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth