I
CRD: 323039
Invenio Wealth Partners, LLC
$364.0M Total AUM
$356.7M Disc. AUM
-- 3Y CAGR
5 Employees
332 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-2022
- Office Locations
- 1
Office Locations
4000 Ponce DE Leon Blvd. Suite 415 Coral Gables FL
About Invenio Wealth Partners, LLC
Invenio Wealth Partners is an independent wealth management and consulting firm serving high-net-worth individuals and institutions. The team provides financial planning and discretionary investment management, positioning itself as a virtual family office/personal CFO. Portfolios use a mix of funds and ETFs with fixed-income exposure, supported by modern technology and industry research.
Team overview
42 AVG AGE
$182.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
Ashley Buchanan
Chief Compliance Officer
- CRD
- #6643855
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOSEPH Amado FERNANDEZ
--
- CRD
- #2448894
Available
Available
Available
C
Christina Hudson
Senior Advisor
- CRD
- #7285874
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $356,658,081 | $1,146,811 |
| Non-Discretionary | $7,343,553 | $349,693 |
| Total | $364,001,634 | $1,096,390 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing