Invenio Wealth Partners, LLC
Invenio Wealth Partners, LLC is an SEC-registered wealth manager in Coral Gables, FL with $364.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Invenio Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323039, SEC 801-126561, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $364.0M (2026-06-16)
- Firm type
- Wealth Manager
- Location
- Coral Gables, FL
- Employees
- 5
- Clients
- 332
- CRD
- 323039
- Ownership
- RATIONAL INVESTORS, LLC; FERNANDEZ, JOSEPH, Amado; Arbelaez-Perez, Johanna, M; SIZEMORE, STACY, LEIGH; CHB PLACE, LLC
How much AUM does Invenio Wealth Partners, LLC have?
Invenio Wealth Partners, LLC reported $364.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Invenio Wealth Partners, LLC?
Disclosed owners and executives of Invenio Wealth Partners, LLC include RATIONAL INVESTORS, LLC, FERNANDEZ, JOSEPH, Amado, Arbelaez-Perez, Johanna, M, SIZEMORE, STACY, LEIGH, CHB PLACE, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.