Invenio Wealth Partners, LLC
● SEC registered since 2022CRD 323039SEC# 801-126561Coral Gables, FL
Reg. AUM
$364M
Employees
5
Accounts
332
Location
Coral Gables, FL
Invenio Wealth Partners, LLC assets under management
Invenio Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Coral Gables, FL. The firm has been registered since 2022. It reports $364 million in regulatory assets under management and employs 5 people.
Invenio Wealth Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Buchanan Control | Chief Compliance Officer | Under 5% | 2026 |
| Chb Place, LLC Control | Owner | 25-50% | 2022 |
| Ja2p, LLC Control | Owner | 5-10% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Invenio Wealth Partners, LLC manage?
Invenio Wealth Partners, LLC reports $364 million in regulatory assets under management on its Form ADV.
How many employees does Invenio Wealth Partners, LLC have?
Invenio Wealth Partners, LLC reports 5 employees.
Where is Invenio Wealth Partners, LLC located?
Invenio Wealth Partners, LLC is based in Coral Gables, FL and has been SEC-registered since 2022.
Does Invenio Wealth Partners, LLC disclose fund performance?
Invenio Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4000 Ponce de Leon Blvd., Suite 415, Coral Gables, FL 33146 |
| Phone | 971-371-3450 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1989341 |
| Discloses disciplinary history | No |
Regulatory AUM
$364M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$364Mregulatory AUM
Discretionary $356.7MNon-discretionary $7.3M