INVENIO WEALTH PARTNERS, LLC

4000 Ponce De Leon Blvd.
Suite 415
Coral Gables, Florida 33146
Tel: 971-371-3450

About INVENIO WEALTH PARTNERS, LLC

INVENIO WEALTH PARTNERS, LLC, formally registered with the SEC as INVENIO WEALTH PARTNERS, LLC. The firm was established in 09/26/2022. They have over 1 offices throughout the country.

INVENIO WEALTH PARTNERS, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $289,687,658 assets under management, offering retirement planning & investment advisory services to 262 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323039
SEC#	801-126561
Assets Managed by Firm	$289,687,658
No. of Clients	262
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (FINANCIAL PLANNING AND CONSULTING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	262	$289,687,658
Individuals (other than high net worth individuals)	88	$14,965,364
High net worth individuals	158	$250,141,428
Pension and profit sharing plans	5	$12,168,959
Charitable organizations	Fewer than 5 clients	$3,858,052
Corporations or other businesses	7	$8,553,855

More Retirement Planning firms in Coral Gables, Florida:

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CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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