Bondwire
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$45,182,765
Clients
226
Advisors
2
of 16 employees
About
Bondwire provides investment advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and certain business entities. Services include continuous portfolio management through separately managed accounts, referrals to third‑party money managers, and advice across a broad range of securities such as fixed income, foreign issues, ETFs, options, futures and variable products.
The firm’s investment process emphasizes fundamental analysis supported by technology tools (for example, Hidden Levers) and employs both long‑ and short‑term strategies, option writing, and margin transactions; portfolios are tailored to each client’s objectives and may be managed on a discretionary basis. Bondwire conducts at least quarterly account reviews, communicates with third‑party managers on clients’ behalf when applicable, and permits clients to impose reasonable investment restrictions.
Distinctive features relative to peers include a materially larger non‑U.S. client base and an explicit capacity to trade foreign issues, along with the firm’s use of borrowing on margin and derivatives (options and futures) within separately managed accounts—practices that are relatively uncommon among supported firms. The firm also operates referral arrangements with selected third‑party managers (including receiving a portion of manager fees for referrals) and is a small advisory team overseeing roughly $49 million in client assets across about 226 accounts.
Client services
Expertise
Fee options
0.50% to 2.00% annually (negotiable)
Minimum fee: $100 annual account maintenance/technology fee billed quarterly ($25 per quarter) Fee-only: Annual asset management fees between 0.50% and 2.00%, negotiable
Main office
2645 Executive Park Drive, Suite 402
Weston FL 33331
Advisors at this office
2
Most active in
Florida · Texas
Also doing business as
Bondwire · Caribbean & Latin American Securities, 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
Advisors at this firm
Matias M
Series 65
Weston, FL
Bondwire
Matias Manzo is a financial advisor at Bondwire with 10 years of industry experience. He holds a Series 65 designation and has worked at Caribbean & Latin American Securities LLC since 2015. Bondwire provides discretionary and non-discretionary asset management and refers clients to third-party money managers for individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm focuses on fundamental analysis and portfolio customization, serving a substantial number of non-U.S. clients and utilizing a range of investment instruments, including derivatives and margin strategies.
Gustavo R
Series 65
Weston, FL
Bondwire
Gustavo Rojas Green is a financial advisor at Bondwire with nine years of industry experience. He holds a Series 65 designation and has worked with firms including Ultra Valorem Sicav, Inversiones RG2 2017 CA, Caribbean & Latin American Securities, LLC, and Prozuma WMG. Bondwire provides discretionary and non-discretionary asset management and refers clients to third-party money managers for individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm serves a notable proportion of non-U.S. clients and holdings in foreign issues, employing fundamental analysis and a range of investment instruments including derivatives and borrowing strategies.
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