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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2025
- Office Locations
- 1
Office Locations
About Fernandez Wealth Management
Fernandez Wealth Management is a Florida state-registered RIA serving pre-retirees, retirees, and widows/widowers. The firm provides holistic financial planning—retirement income planning, tax-efficient investment planning, insurance analysis, and generational/estate planning—and manages portfolios to align with goals while managing tax and risk. Notable for a high-touch, responsive approach; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 105 clients, or 105 clients per representative. That equates to $484.2K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on May 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
GIOVANNI FERNANDEZ
Chief Compliance Officer, Managing Member
- CRD
- #6009365
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,838,213 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,838,213 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fernandez Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.