Puente Wealth

Overview

Puente Wealth is organized as a limited liability company and is owned by an individual. The firm acts as a capital allocator and provides fee-based advisory services under a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is not identified as an active ESG investor and is not characterized as a multi-state or newly formed adviser. It does not present itself as a pension consultant or a related adviser in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices