Invenio Wealth Partners, LLC

RIASEC Registered

Total AUM

$364M

Discretionary

$357M

98% of AUM

Avg account

$1.1M

Accounts

332

Employees

Advisory reps

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 that registered with the SEC in 2022. The firm serves both individuals/families and institutional clients and operates as a capital allocator, combining portfolio management and financial planning with selection of third‑party managers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory services explicitly cover financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm does not identify as an active ESG investor and is structured for domestic operations.