MULTUS ASSET MANAGEMENT

RIASEC Registered
Total AUM
$20.1M
Discretionary
$20.1M
100% of AUM
Avg account
$234K
Accounts
86
Employees
2
Advisory reps
2

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
156114
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses54.07%
  • Individuals41.86%
  • HNWI4.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Multus Asset Management is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its advisory mix includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the publication of periodic investment commentary. Investment activity is focused on liquid, publicly traded equities. The firm does not position itself as a capital allocator to third‑party alternative fund managers and is not an active ESG investor. That profile, combined with the firm’s size, points to a hands‑on, equity‑centric approach designed for direct management and regular rebalancing rather than long‑duration private placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 75%, US Government Bonds 15%, Sovereign Bonds 3%, Cash & Cash Equivalents 2%75%
  • Exchange Traded Equities75%
  • US Government Bonds15%
  • Sovereign Bonds3%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • FREDERICK PLATA

    Chief Executive OfficerCRD 5884582

Contacts

1 of 1
  • ERNESTO MORENO

    Board DirectorCRD 5883601

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
1600 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