CORTEZ WEALTH ADVISORS LLC

CORTEZ WEALTH ADVISORS LLC of OLDSMAR, FL is an SEC-registered investment adviser (CRD 285131).

Registration

• CRD: 285131
• Type: Registered investment adviser
• Location: 3935 TAMPA RD, OLDSMAR, FL, 34677
• Phone: 813-448-3446
• Latest filing: 2026-03-27
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285131 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search