CORTEZ WEALTH MANAGEMENT

Overview

Cortez Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual/family clients and institutional relationships and positions itself as a capital allocator, which aligns with its practice of selecting outside managers. Core services reported include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives