INVENIO WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$364,001,634
Discretionary
$356,658,081
Non-discretionary
$7,343,553
Firm details
- CRD number
- 323039
- SEC file number
- 801-126561
- Main office
- CORAL GABLES, FL, United States
- Employees
- 5
- SEC status
- Approved
- Website
- http://inveniowealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.