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INVENIO WEALTH PARTNERS, LLC
CRD 323039File 801-126561
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$364.0M
Below cohort median (national)
Discretionary AUM
$356.7M
Non-discretionary $7.3M
Clients
332
332 accounts
Employees
5
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 26, 2022
- Principal office
- 4000 PONCE DE LEON BLVD., SUITE 415, CORAL GABLES, FL, 33146
- Phone
- 971-371-3450
- Website
- http://inveniowealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $364.0M
- Discretionary AUM
- $356.7M
- Non-discretionary AUM
- $7.3M
- Discretionary accounts
- 311
- Non-discretionary accounts
- 21
- Total accounts
- 332
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $6.0M |
| Charitable organizations | Fewer than 5 | $7.8M |
| High net worth individuals | 234 | $318.1M |
| Banking or thrift institutions | Fewer than 5 | $5.5M |
| Pension and profit sharing plans | 9 | $14.7M |
| Individuals (other than high net worth individuals) | 74 | $11.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FINANCIAL PLANNING AND CONSULTING
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.