PUENTE WEALTH

PUENTE WEALTH of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 343307).

Registration

• CRD: 343307
• Type: Registered investment adviser
• Location: 4225 EXECUTIVE SQUARE, SAN DIEGO, CA, 92037
• Phone: 8582154488
• Latest filing: 2026-08-05
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 343307 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search