Overview
Assets Under Management: $290 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 235
Average Client Assets: $1 million
Frequently Asked Questions
INVENIO WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323039), INVENIO WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
INVENIO WEALTH PARTNERS, LLC is headquartered in CORAL GABLES, FL.
INVENIO WEALTH PARTNERS, LLC serves 235 high-net-worth clients according to their SEC filing dated September 06, 2024. View client details ↓
According to their SEC Form ADV, INVENIO WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
INVENIO WEALTH PARTNERS, LLC manages $290 million in client assets according to their SEC filing dated September 06, 2024.
According to their SEC Form ADV, INVENIO WEALTH PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 235
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.86
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 262
Discretionary Accounts: 260
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 323039
Last Filing Date: 2024-09-06 00:00:00
Website: https://tru-ind.com