Data / Investment advisers / Florida / Invenio Wealth Partners, LLC
Invenio Wealth Partners, LLC, Coral Gables, FL: $364 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Invenio Wealth Partners, LLC is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $364 million in regulatory assets under management in its Form ADV filed October 15, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Invenio Wealth Partners, LLC (CRD number 323039): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 323039
- SEC file number
- 801-126561
- SEC status
- Approved, effective September 26, 2022
- Main office
- 4000 Ponce de Leon Blvd. Suite 415, Coral Gables, FL 33146
- Phone
- (971) 371-3450
- Regulatory AUM
- $364,001,634 in the Form ADV filed October 15, 2026
- Discretionary AUM
- $356,658,081
- Non discretionary AUM
- $7,343,553
- Accounts
- 332
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 234 | $318.1 million |
| Pension and profit sharing plans | 9 | $14.7 million |
| Individuals (other than high net worth individuals) | 74 | $11.9 million |
| Charitable organizations | 4 | $7.8 million |
| Corporations or other businesses | 8 | $6 million |
| Banking or thrift institutions | 3 | $5.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $364 million | March 25, 2026 |
| December 1, 2025 | $331.6 million | March 14, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Inveris US LLC | Coral Gables | $568.4 million | Not listed | adviserinfo.sec.gov |
| Ceeto Capital Group, LLC | Coral Gables | $531.4 million | Not listed | adviserinfo.sec.gov |
| Meridiana | Coral Gables | $441.9 million | Not listed | adviserinfo.sec.gov |
| Kirtland Financial Management, Inc. | Coral Gables | $396.1 million | Not listed | adviserinfo.sec.gov |
| Pinvest | Coral Gables | $377.5 million | Not listed | adviserinfo.sec.gov |
| Premia Global Advisors, LLC | Coral Gables | $340.8 million | Not listed | adviserinfo.sec.gov |
| Meira Wealth | Coral Gables | $317.8 million | Not listed | adviserinfo.sec.gov |
| Azzendo Wealth Advisors | Coral Gables | $300.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Invenio Wealth Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.