Best Investors
Account
Sign in
Invenio Wealth Partners, LLC CRD 323039
$364M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4000 Ponce De Leon Blvd. Suite 415, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-26 |
Branch Locations
4000 Ponce De Leon Blvd. Suite 415, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Wealth Management | Miami | FL | 07/1998 | 08/2020 |
| Fieldpoint Private Scurities, Llc | Coral Gable | FL | 09/2020 | 11/2022 |
| Invenio Wealth Partners, Llc | Coral Gables | FL | 11/2022 | Present |
1. ZOETIC STAGE; NON-INVESTMENT RELATED; MIAMI, FL; LIVE THEATER; BOARD MEMBER; START 10/15/21; HOURS DEVOTED: 2; ZERO HOURS DURING TRADING; BOARD MEMBER DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-14 |
Reach out to this advisor