CORTEZ WEALTH MANAGEMENT

CORTEZ WEALTH MANAGEMENT of EL PASO, TX is an SEC-registered investment adviser (CRD 333390). Regulatory assets under management: $47.1M.

Registration

• CRD: 333390
• Type: Registered investment adviser
• Location: 7001 WESTWIND, EL PASO, TX, 79912
• Phone: 915-777-3112
• Latest filing: 2026-04-08
• Regulatory AUM: $47.1M
• Discretionary AUM: $47.1M
• Clients: 3
• Accounts: 359

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333390 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search