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CORTEZ WEALTH MANAGEMENT
CORTEZ WEALTH MANAGEMENT, LLC
CRD 333390
7001 WESTWIND, STE 130, EL PASO, TX, 79912, United States
Phone
915-777-3112
Fax
(915)207-1149
Registration
— (—)
Source
State registered
Total AUM
$47.1M
Discretionary AUM
$47.1M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersESTATE PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $28.3M |
| High net worth individuals | 21 | $18.8M |
| Pension/profit sharing plans | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD