Cortez Wealth Advisors LLC

Overview

Cortez Wealth Advisors LLC is an independent limited liability company that provides financial planning and acts as a selector of other advisers. The firm is structured as an individual-owner adviser and markets itself as a capital allocator — meaning it arranges or directs client capital to outside managers rather than necessarily holding large, in-house discretionary portfolios. Its stated business activities emphasize planning and matching clients with third-party advisers, and its fee model includes both percentage-of-AUM and fixed-fee arrangements. The firm is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant. Given the focus on adviser selection, investment delivery for clients is likely mediated through external managers, mutual funds or separate-account solutions chosen to fit client goals rather than a single firm-wide proprietary strategy.

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Investments & Alternatives

Location & Offices