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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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