Puente Wealth

Overview

Puente Wealth is organized as a California limited liability company with an individual owner. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its business model is that of a capital allocator: it can place client assets with third‑party managers and also implements portfolios directly. Fees are charged as a percentage of assets under management and through fixed fees. The firm identifies itself as an active ESG investor. It is a single‑state adviser (California) and is not listed as a multi‑state or newly formed adviser in the reported data.

Assets & Accounts

Investments & Alternatives

Location & Offices