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

INVENIO WEALTH PARTNERS, LLC

Advisory

N·CORAL GABLES, FL

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

Total AUM
$364M
1-Year AUM Growth
+33.9%
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$364M
Discretionary AUM$357M
Non-Discretionary AUM$7M
Discretionary %98%
Total Clients263
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record14
First FilingAug 15, 2022
Latest FilingJul 8, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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