INVENIO WEALTH PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $364.0M |
| Discretionary | $356.7M98% of AUM |
| Non-Discretionary | $7.3M |
| Client Accounts | 332 |
| Avg Account Size | $1.1M |
| Employees | 5 |
| Peak AUM | $364.0MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $364M | +9.8% | +18.4% | — | |
| Discretionary AUM | $357M | ||||
Key Metrics
| Total AUM | $364.0M |
| Discretionary | $356.7M |
| Employees | 5 |
| Client Accounts | 332 |
| Client Range | 0 |
Contact & Location
Address
4000 PONCE DE LEON BLVD.
CORAL GABLES FL 33146
Phone
971-371-3450
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$357M
98.0% of AUM
Non-Discretionary
$7M
2.0% of AUM
Disc. mix ▼ 2.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported