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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-29-2021
- Office Locations
- 2
Office Locations
About Nhabla
NHABLA is a boutique, commission-free fiduciary wealth manager delivering holistic planning and investment management, including tax, retirement, estate, risk and cash-flow guidance for individuals and families. Advisors maintain a limited client roster for high-touch service, with insights tailored to federal professionals and physicians. Portfolios are implemented with diversified allocations using ETFs and mutual funds, and the firm has been featured by outlets such as Federal News Network.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERTO IVAN ORTEGA
Managing Partner, Senior Wealth Advisor
- CRD
- #6401443
- Ownership
- 50% but less than 75%
JOHNNY MEDINA
Chief Compliance Officer, Managing Partner, PORTFOLIO MANAGER
- CRD
- #6895930
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,293,981 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,293,981 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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