Chinea Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$530,380
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$265,190
About
Chinea Wealth Management provides portfolio management and financial planning services to individual and high‑net‑worth clients, and it also offers employer‑arranged financial literacy conferences. The firm charges asset‑based advisory fees and offers one‑time and ongoing planning and hourly services, and it typically operates with discretionary trading authority on managed accounts.
The firm creates individualized Investment Policy Statements that document income, tax considerations, risk tolerance and time horizon, and may use model allocations together with client‑specific recommendations. Its investment methods draw on modern portfolio theory, efficient market theory and cyclical analysis, and it pursues long‑term trading across mutual funds, ETFs, fixed income, real estate funds, hedge funds and private equity as appropriate.
A noteworthy feature is the firm’s Financial Literacy Conferences — employer‑paid sessions covering employee benefits (401(k) and equity compensation), general financial literacy, and sport and entertainment financial topics — an offering that is uncommon among independent peers. The firm maintains a Schwab Institutional custody relationship that can provide institutional services and occasional research or other third‑party benefits, and it does not aggregate block trades for multiple client accounts.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Financial planning fees: one-time comprehensive plan $1,000 - $3,000; ongoing financial planning $3,000 - $4,000 per year; Financial Literacy Conferences $500 - $1,000 per conference
$50,000 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$150 to $250 per hour for financial planning services as-needed
Account minimum: $50,000
Main office location
Chinea Wealth Management LLC
Metro Office Park 2, Calle 1, Suite 100
Guaynabo PR 00968, United States
Number of offices
2
Most active in
Chinea Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Puerto Rico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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
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