# INVENIO WEALTH PARTNERS, LLC

INVENIO WEALTH PARTNERS, LLC of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 323039
- Type: SEC-registered investment adviser
- SEC file number: 801-126561
- Location: 4000 PONCE DE LEON BLVD., CORAL GABLES, FL, 33146
- Phone: 971-371-3450
- Latest filing: 2026-08-06
- Regulatory AUM: $364.0M
- Discretionary AUM: $356.7M
- Non-discretionary AUM: $7.3M
- Clients: 5
- Accounts: 332

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Christopher George Plummer | CHIEF COMPLIANCE OFFICER | — |
| Joseph Amado Fernandez | MANAGING MEMBER | — |
| Christina Hudson | MANAGING MEMBER | — |
| Johanna M Arbelaez-Perez | MANAGING MEMBER | — |
| PLUMMER CHRISTOPHER GEORGE | CHIEF COMPLIANCE OFFICER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| FERNANDEZ JOSEPH Amado | MANAGING MEMBER | — |
| Hudson Christina | MANAGING MEMBER | — |
| Arbelaez-Perez Johanna M | MANAGING MEMBER | — |
| Ashley Buchanan | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323039/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323039/similar
- Related entities: https://search.stillhousedata.com/firm/323039/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323039

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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.