C
$47.1M Total AUM
$47.1M Disc. AUM
-- 3Y CAGR
3 Employees
205 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 11-21-2024
- Office Locations
- 1
Office Locations
7001 Westwind STE 130 EL Paso TX
About Cortez Wealth Management
Cortez Wealth Management is a fiduciary RIA serving individuals and businesses with wealth management, investment management, and comprehensive financial planning (including retirement and education funding). The firm supports portfolio implementation through Charles Schwab and Altruist and leverages tools like RightCapital and Redtail to deliver goal-aligned advice.
Team overview
39 AVG AGE
$47.1M AVG AUM / ADVISOR
$229.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Pioneer capital Peak
Client Personas
Value insight Oak wave
CRM
Prime
Custodian
Capital glacier Delta Oak Bridge Delta
Investment Themes
Alpha horizon Prime timber Optima
Investment Vehicles
Prime
Platform
Bridge Catalyst meridian
Services
Ember insight Quantum Prime Oak peak Oak Oak alpha Peak Zenith Bridge Summit catalyst North Timber atlas
Technology
Horizon vector
Owner & Executives
G
GILBERT ADAN CORTEZ
Chief Compliance Officer, Managing Member
- CRD
- #5408442
- Ownership
- 75% or more
(407) 656-2050
momentum.ember@focuscapital.com
in linkedin.com/in/focus-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,083,419 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,083,419 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,083,419
Public Funds:
26.5% Equity - Exchange:
38.4% Cash:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $907,928,295 | 26.5% |
| Equity - Exchange | $1,315,639,492 | 38.4% |
| Cash | $1,202,576,723 | 35.1% |
| Total | $3,426,144,510 | 100.0% |