Invenio Wealth Partners, LLC

RIASEC RegisteredEst. 2022

Total AUM

$364M

Discretionary

$357M

98% of AUM

Avg account

$1.1M

Accounts

332

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 323039
Registered since: September 26, 2022
Website: www.inveniowealth.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI87.4%
Pension & Profit Sharing Plans4.03%
Individuals3.28%
Charitable Organizations2.14%
Corporations / Businesses1.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Invenio Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional mandates and identifies itself as a capital allocator, meaning it sources and places client capital with third‑party managers in addition to managing public market portfolios. Its fee model includes percentage‑of‑AUM billing alongside hourly, fixed and other fee arrangements. Advisory services disclosed include financial planning and portfolio management for individuals, small businesses and institutional clients, plus selection of other advisers. The firm does not list itself as an active ESG investor and is not designated as a multistate adviser or pension consultant in the available data.