INVENIO WEALTH PARTNERS, LLC

INVENIO WEALTH PARTNERS, LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 323039). Regulatory assets under management: $364.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

Officers, owners & control persons (10)

NameRoleLocation
Christopher George PlummerCHIEF COMPLIANCE OFFICER
Joseph Amado FernandezMANAGING MEMBER
Christina HudsonMANAGING MEMBER
Johanna M Arbelaez-PerezMANAGING MEMBER
PLUMMER CHRISTOPHER GEORGECHIEF COMPLIANCE OFFICER
SIZEMORE STACY LEIGHCHIEF COMPLIANCE OFFICER
FERNANDEZ JOSEPH AmadoMANAGING MEMBER
Hudson ChristinaMANAGING MEMBER
Arbelaez-Perez Johanna MMANAGING MEMBER
Ashley BuchananCHIEF COMPLIANCE OFFICER

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