TRANSPARENZA ADVISORS LLC

RIASEC Registered
Total AUM
$23.1M
Discretionary
$2.5M
11% of AUM
Avg account
$2.1M
Accounts
11
Employees
2
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
331554
Custodians
MORGAN STANLEY & CO. LLC, J. SAFRA SARASIN LTD.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI93.7%
  • Individuals6.3%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Transparenza Advisors LLC is a small, owner-operated advisory firm that acts as a capital allocator for individual and family clients. The firm blends a fixed-income bias — driven by a material allocation to non‑investment grade corporate bonds — with access to third‑party alternative fund managers across private equity, venture capital, hedge funds, private credit, real estate and digital currency. Service lines include portfolio management for individuals and small businesses, pension consulting support, and selection of other advisers, which points to a model that combines direct portfolio oversight with outsourced manager selection when specialized strategies are required. Fee arrangements combine a percentage of AUM with performance‑based fees, and the firm maintains professional relationships with accounting and law firms to support tax and legal structuring needs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 34%, Exchange Traded Equities 27%, Investment Grade Corp Bonds 21%, Public Funds/Mutual Funds 13%, US Government Bonds 4%, Cash & Cash Equivalents 1%34%
  • Non-Investment Grade Corp Bonds34%
  • Exchange Traded Equities27%
  • Investment Grade Corp Bonds21%
  • Public Funds/Mutual Funds13%
  • US Government Bonds4%

Owners & executives

2 of 2
  • MARCO GUERRA DE SA

    Principal and Chief Executive OfficerCRD 2950581

  • CATALINA REY DE SA

    Chief Compliance OfficerCRD 5654516

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, 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
1395 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth