Abendstern Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abendstern Wealth Management, Inc. describes its client base as primarily international and includes high-net-worth individuals, trusts, estates and charitable organizations. The firm offers discretionary and non-discretionary investment advisory and consulting services, including portfolio management, private financial and market advisory services and consolidated investment reporting.
The brochure describes a disciplined, diversification-focused investment approach that applies fundamental and technical analysis to U.S.-listed equities, uses proprietary measures and an equal-weight portfolio construction with at least monthly rebalancing. Abendstern states it tailors services to client-imposed restrictions in writing and allocates among cash, equities, mutual funds and bonds to manage risk relative to clients’ objectives.
Notably, the firm discloses that it acts as a wrap-fee program sponsor, a role that is uncommon among peers in this category, and it reports a prior SEC enforcement matter involving a former associated person that resulted in an injunction, monetary sanctions and a temporary association bar. The filing also shows no assets under management while listing multiple advisory personnel and offering both traditional advisory services and wrap programs, a combination that is atypical for similar investment-manager advisers.
Client services
Expertise
Fee options
$100,000 - $999,999.99: 1.75% $1,000,000 - $2,999,999.99: 1.50% $3,000,000 - $5,999,999.99: 1.25% $6,000,000 - $9,999,999.99: 1.00% Over $10,000,000+: .75%
Main office
150 Pine Forest Dr., Suite 803
Shenandoah TX 77384
Advisors at this office
4
Most active in
Florida · Texas
Also doing business as
Abendstern Wealth Management, Inc. · Abenstern Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Arturo C
Series 65
Shenandoah, TX
Abendstern Wealth Management, Inc.
Arturo Cardenas Chagoya is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Abendstern Wealth Management since 2015. He also has a longstanding role at Aipt S.A. de C.V. since 2004. Abendstern Wealth Management serves primarily international clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach to U.S.-listed equities with tailored portfolio construction and risk management.
Carlos A
Series 65
Shenandoah, TX
Abendstern Wealth Management, Inc.
Carlos Alvarez is a financial advisor at Abendstern Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Abendstern since 2014. In addition to his advisory role, Mr. Alvarez works part-time as a realtor with Texas Ally Real Estate. Abendstern Wealth Management serves primarily international clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach that utilizes fundamental and technical analysis of U.S.-listed equities and tailored portfolio management.
Ener E
Series 65
Shenandoah, TX
Abendstern Wealth Management, Inc.
Ener Escobar Aguirre is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 credential and has been with Abendstern since 2015. Aguirre has also been self-employed since 2013. Abendstern Wealth Management primarily serves international high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach that combines fundamental and technical analysis with proprietary measures and equal-weight portfolio construction.
Luis M
Series 63, Series 65
Shenandoah, TX
Abendstern Wealth Management, Inc.
Luis Martinez is a financial advisor with Abendstern Wealth Management, Inc. in Shenandoah, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Abendstern Wealth Management since 2015 and is also associated with Abendstern Global Investments, Inc. since 2014. Outside of his advisory work, he is involved with A.I.P.T., an educational organization in The Woodlands, TX. Abendstern Wealth Management serves primarily international high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services with a disciplined, diversification-focused investment approach that emphasizes fundamental and technical analysis of U.S.-listed equities and tailored portfolio management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")