CORAL GABLES, FLCRD 323039Latest ADV March 25, 2026
Invenio Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 25, 2026, reports $364M in regulatory assets under management, 5 employees, and 332 accounts.
Assets Under Management
$364M
Employees
5
Offices
--
Total Clients
332
Primary office
CORAL GABLES, FL
4000 PONCE DE LEON BLVD., SUITE 415, CORAL GABLES, FL, United States
Top client segmentHNWI represent 70.5% of total clients.
Top client categories% of clientsClients
1
HNWI
70.5%
234
2
Individuals
22.3%
74
3
Pension Plans
2.7%
9
4
Corporations
2.4%
8
5
Charitable
1.2%
4
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$364Mas of March 25, 2026
Discretionary98.0%
$357M
98% of total RAUM98.0%
Non-discretionary2.0%
$7M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$364M
Total Accounts332
10Y AUM Change+$364M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee66:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.