RIA Intel›Advisers›Florida›CIFUENTES WEALTH PARTNERS, LLC

CIFUENTES WEALTH PARTNERS, LLC

Advisory

N·HOLLYWOOD, FL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$173M

1-Year AUM Growth

+16.6%

3-Year CAGR

-4.1%

Employees

1

Assets Under Management

Total AUM$173M

Discretionary AUM$150M

Non-Discretionary AUM$23M

Discretionary %86.5%

Total Clients110

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingApr 29, 2019

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 11 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CIFUENTES WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.