Animus Wealth Management, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$9,800,000
Clients
30
Advisors
1
of 2 employees
About
Animus Wealth Management serves individuals (including high‑net‑worth clients), nonprofit organizations, pension and profit‑sharing plans, state and municipal entities, other RIAs, and corporate/business clients. The firm provides asset management, financial planning on both project and ongoing bases, retirement plan consulting (including serving as a 3(21) or 3(38) fiduciary), and may recommend third‑party money managers.
The firm describes its investment process as relying on fundamental analysis, modern portfolio theory, and long‑term strategies to construct diversified portfolios across stocks, bonds, ETFs, mutual funds, REITs, and options. As of December 31, 2024 it reported managing approximately $12 million on a non‑discretionary basis only and monitors third‑party managers while generally requiring client approval when accounts are non‑discretionary.
Compared with many solo independent advisers, the firm’s client mix includes corporate sponsors and retirement plans and it reports a notable non‑U.S. client component, which is uncommon for firms of this size and type. The brochure also discloses that a principal has a material outside business interest that occupies substantial time and that a principal is named in a pending civil action alleging contractual claims.
Client services
Expertise
Fee options
Retirement Plan Consulting Services fixed fee of $3,000; Financial Planning fees with fixed annual amounts as noted in fee tiers
All Assets+: Up to 2.00% $0 - $1,000,000: $1,250 annual fee (Basic Financial Planning and Consulting) $1,000,001 - $2,500,000: $2,500 annual fee (Comprehensive Financial Planning) $2,500,001 - $5,000,000: $3,500 annual fee (Comprehensive Financial Planning) $5,000,001 - $7,500,000: $4,500 annual fee (Comprehensive Financial Planning) $7,500,001 - $10,000,000: $5,500 annual fee (Comprehensive Financial Planning) $10,000,001++: $6,500 annual fee (Comprehensive Financial Planning)
Account minimum: $100,000 or a minimum asset management fee of $1,250 per annum Minimum fee: Minimum asset management fee of $1,250 per annum Fee-only: Fees for financial planning services are negotiable based on complexity and scope; examples include Tax Planning and Projections ($1,000), Retirement Planning ($500), Business Planning ($1,000), Cash Flow, Budgeting, Debt to Income Ratio Analysis ($300), Education Planning ($500), Retirement Plan Consulting Fixed Fee ($3,000) and 0.30% of all Retirement Plan Assets
Main office
3600 N. McColl Rd
McAllen TX 78501
Advisors at this office
1
Most active in
Texas
Also doing business as
Animus Wealth Management, LLC. · Jimenez Wealth Strategies · Jimenez Wealth Strategies, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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