A complete list of active advisors currently associated with Invenio Wealth Partners, LLC
Warmer can help you find a great advisor at Invenio Wealth Partners, LLC or one who fits your needs even better.
Invenio Wealth Partners serves high-net-worth and individual clients as well as institutional clients such as retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary and non‑discretionary portfolio management, comprehensive wealth management, financial planning, and ERISA/401(k) investment fiduciary and consulting services. The firm structures relationships around an Investment Policy Statement developed through in‑depth client consultations (using E‑Money) and implements portfolios using a mix of active and passive strategies, tactical asset allocation, and tax- and cost‑efficient management. Investments may include traditional equities and fixed income alongside alternatives and specialty allocations—structured notes, interval/illiquid funds, and managed held‑away accounts via the Pontera platform—and assets are custodied primarily at Pershing. Distinctive aspects noted in the brochure include a small advisor team (two advisors) managing roughly $364 million in AUM and an explicit practice of serving retirement and institutional clients, including an arrangement with a private bank for client referrals that the firm discloses generates compensation. The firm also highlights use of less‑liquid instruments, a policy of treating cash as an asset class, and the operational capability to manage held‑away assets through third‑party services.
To learn more about the advisors currently working at Invenio Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Coral Gables, FL
| 5
| |
Coral Gables, FL
| 5
|
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