| Name | Title | Ownership | Since |
|---|---|---|---|
| Chb Place, LLC Control | Owner | 25-50% | 2022 |
| Christopher George Plummer Control | Chief Compliance Officer | Under 5% | 2023 |
| Ja2p, LLC Control | Owner | 5-10% | 2022 |
Invenio Wealth Partners, LLC reports $331.6 million in regulatory assets under management on its Form ADV.
Invenio Wealth Partners, LLC reports 5 employees.
Invenio Wealth Partners, LLC is based in Coral Gables, FL and has been SEC-registered since 2022.
Invenio Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $331.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $331.6M |