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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-18-2021
- Office Locations
- 1
Office Locations
About Open Wealth Management LLC
Open Wealth Management LLC is an independent wealth manager focused on serving small- and mid-sized investors, with an emphasis on investor education. The firm provides financial planning, portfolio construction, and risk-managed asset allocation, primarily using ETFs and mutual funds. Led by CFA charterholder Jose M. Manstretta (MBA), it custodies with Interactive Brokers—relevant for ETF implementation and trading workflows.
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
Jose M Manstretta Cardozo
Chief Compliance Officer, Managing Member
- CRD
- #7419894
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,342,836 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,342,836 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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