FERNANDEZ WEALTH MANAGEMENT

FERNANDEZ WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 337600). Regulatory assets under management: $50.8M.

Registration

• CRD: 337600
• Type: Registered investment adviser
• Phone: 305-342-7431
• Latest filing: 2026-05-05
• Regulatory AUM: $50.8M
• Discretionary AUM: $50.8M
• Clients: 3
• Accounts: 190

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337600 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search