OLA Invierte, LLC

Overview

OLA Invierte, LLC is a small, owner-operated advisory firm that focuses on serving individual and family clients. The firm registered with the SEC in 2022 and describes itself as a capital allocator that provides both portfolio management and adviser-selection services. Its client-facing activities include portfolio management for individuals and small businesses, choosing outside advisers when appropriate, publishing periodicals or newsletters, and running educational seminars and workshops. Fee arrangements are flexible: the firm uses a mix of percentage-of-assets, hourly fees, subscription charges and fixed fees. OLA Invierte is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Investment activity appears centered on non-discretionary advice and implementation: the firm reports its assets are fully non-discretionary, indicating clients retain trading authority while OLA Invierte provides guidance and selection support.

Assets & Accounts

Public Holdings

Location & Offices