Carlos Luis Klemprer
Advisor at Sancus Wealth Management LLC — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
11 years
Location
Miami, FL 33133
Sancus Wealth Management LLC
Independent
Total advisors
1Clients per advisor
16 TypicalAvg AUM per client
$184,595 LowHNW client ratio
25% TypicalCarlos Klemprer is a financial advisor at Sancus Wealth Management LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Avanza Capital Markets, Inc. from 2014 to 2021. Outside of his advisory role, he serves as managing member of several family investment holding companies and acts as registered agent for a family-owned offshore business that promotes reading events and sells books. Sancus Wealth Management LLC provides investment advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, quantitative, and technical analysis and implements diverse strategies across multiple asset classes, reviewing accounts at least quarterly.
Based on Sancus Wealth Management LLC
Fixed fees (specific amounts not stated), Financial planning fees (specific amounts not stated)
Hourly fees (specific amounts not stated)
Miami, FL
2000 South Dixie Highway, Suite 110
Miami FL 33133
Advisors at this office
1
Florida · Texas
11 years of industry experience
Sankus Wealth Solutions
2021 - Present • 5 years
Miami, FL
Sancus Wealth Management LLC
2021 - Present • 5 years
Miami, FL
Avanza Capital Markets, Inc.
2014 - 2021 • 7 years
New York, NY
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