# INSIGNEO WEALTH ADVISORS, LLC

INSIGNEO WEALTH ADVISORS, LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 112706
- Type: SEC-registered investment adviser
- SEC file number: 801-72275
- Location: 777 BRICKELL AVENUE, SUITE 1010, MIAMI, FL, 33131
- Phone: 305-373-9000
- Latest filing: 2021-03-12
- Regulatory AUM: $21.9M
- Discretionary AUM: $21.8M
- Non-discretionary AUM: $68K
- Clients: 4
- Accounts: 23

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| HENRIQUEZ RAUL | PRESIDENT; SHAREHOLDER; TRUSTEE | — |
| HENRIQUEZ VICTOR MANUEL | SHAREHOLDER | — |
| ARNETT GEORGE WASHINGTON | GENERAL COUNSEL, CHIEF RISK OFFICER & GLOBAL COMPLIANCE | — |
| VERNET GUILLERMO ENRIQUE | MANAGING DIRECTOR; PRESIDENT/ MANAGING DIRECTOR | — |
| MINANA JUAN CARLOS | INVESTMENT OFFICER | — |
| MUNOZ MANUEL PATRICIO | CHIEF COMPLIANCE OFFICER | — |
| WOOD GERALD ARTHUR | CHIEF FINANCIAL OFFICER | — |
| JAVELLY BERNARD C | VICE-PRESIDENT SALES | — |
| LUMPUY HELEN | CHIEF COMPLIANCE OFFICER; CHIEF OPEARTIONS OFFICER | — |
| GUTIERREZ JUNCO BEATRIZ | CHIEF COMPLIANCE OFFICER | — |
| Silva Henriquez Sara Roxana | CO-TRUSTEE | — |
| DEONTANON DANIEL | PRESIDENT/MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112706/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112706/similar
- Related entities: https://search.stillhousedata.com/firm/112706/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112706

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.