Invenio Wealth Partners, LLC
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
FINTRXOverview
Invenio Wealth Partners, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm acts as a capital allocator and serves both individual and family clients as well as institutional accounts. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm employs a mixed fee schedule that can include a percentage of assets under management as well as hourly and fixed-fee arrangements. The profile indicates Invenio is not positioning itself as an ESG-focused manager and does not identify as a multi-state adviser or pension consultant.
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 Funds56%
- Exchange Traded Equities22%
- State & Local Bonds9%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1
Joseph Fernandez
Founder, President & CEOCRD 2448894
Contacts
3 of 3
Ashley Buchanan
Director of ComplianceCRD 6643855
Christina Hudson
FounderCRD 7285874
Johanna Arbelaez-Perez
CRD 7274013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$510M in ETFs
71%
$362M
23%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INTL VALUE FACTOR ETF (IVLU) | BlackRock | Passive | Foreign Large Value | $24.4M | 582,803 | 4.78% |
Location
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 4000 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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