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CORTEZ WEALTH ADVISORS LLC
CRD 285131
3935 TAMPA RD, STE. 3, OLDSMAR, FL, 34677, United States
Phone
813-448-3446
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 248 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningSelection of other advisers
Official SEC filing: View on IAPD