Animus Wealth Management, LLC
Firm details
- Headquarters
- Mcallen, Texas
- CRD number
- 309189
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI48.74%
- Individuals33.61%
- Corporations / Businesses17.65%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Animus Wealth Management, LLC is an independent, owner-operated registered investment adviser structured as a limited liability company. The firm serves both individual & family clients and institutional accounts and bills through a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. The firm identifies as a capital allocator, meaning it places client assets with external managers in addition to managing public fund exposures directly. Animus does not identify as an active ESG investor and filings indicate it is not a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
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 Funds52%
- Exchange Traded Equities38%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Rolando Perez
Founder, President and Chief Investment OfficerCRD 6536522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mcallen, TX
Hidalgo
Location
Mcallen, TX
Headquartered in Mcallen, TX, anchoring the McAllen-Edinburg, TX metro in the South.
- Metro area
- McAllen-Edinburg, TX
- Region
- South
- County
- Hidalgo
- Address
- 400 W Nolana Ave
- Time zone
- CT (UTC-6)
- Office locations
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