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INVENIO WEALTH PARTNERS, LLC
CRD 323039 · SEC 801-126561
4000 PONCE DE LEON BLVD., SUITE 415, CORAL GABLES, FL, 33146, United States
Phone
971-371-3450
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$364.0M
Discretionary AUM
$356.7M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL PLANNING AND CONSULTING
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $11.9M |
| High net worth individuals | 234 | $318.1M |
| Banking/thrift institutions | 3 | $5.5M |
| Pension/profit sharing plans | 9 | $14.7M |
| Charitable organizations | 4 | $7.8M |
| Corporations/business entities | 8 | $6.0M |
States served
OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD