RIA Intel›Advisers›Texas›CORTEZ WEALTH MANAGEMENT, LLC

CORTEZ WEALTH MANAGEMENT, LLC

Advisory

EL PASO, TX

Data as of Apr 8, 2026 · Source: SEC Form ADV

Rank in TX

#1,784

of 2,813 advisers by AUM

Average account

$131K

across 359 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients205

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CO, NM, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

205 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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