$804.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
108 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About OLA Invierte, LLC
OLA Invierte is a retail-focused Spanish-language personal finance and investing business founded by Isa Penzini. It supports individuals with financial planning via Ola News, live/on-demand educational workshops through a membership, and 1:1 coaching to build personalized plans. It also helps clients open U.S. stock-market investment accounts and a high-yield account (variable APY).
Team overview
-- AVG AGE
$804.0K AVG AUM / ADVISOR
$7.4K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Owner & Executives
I
ISABEL CARLOTA PENZINI
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $804,000 | $14,889 |
| Total | $804,000 | $14,889 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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