INVENIO WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$364M
Discretionary
$357M
98% of AUM
Avg account
$1.1M
Accounts
332
Employees
5
Advisory reps
3

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

FINTRX

Overview

Invenio Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and other structures. The firm does not describe itself as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 22%, State & Local Bonds 9%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 4%, Other 2%, US Government Bonds 1%56%
  • 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

2 of 2

  • Christina Hudson

    FounderCRD 7285874

  • CHRISTOPHER PLUMMER

    Senior Compliance OfficerCRD 4460469

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$243M in ETFs

Passive

72%

$175M

Active

22%

$68.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI INTL VALUE FACTOR ETF (IVLU)BlackRockPassiveForeign Large Value$23M579,3479.44%
Unlock additional holdings →

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth