INVENIO WEALTH PARTNERS, LLC
CRD #323039 SEC #801-126561 CORAL GABLES, FL 971-371-3450
SEC Registered
Total AUM
$331.6M
Discretionary
$331.6M
Employees
5
Clients
25
Accounts
269
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $331.6M | $331.6M | $0 | 5 | 0 |
| Sep 2024 | $289.7M | $289.3M | $387.5K | 4 | 0 |
| May 2024 | $289.7M | $289.3M | $387.5K | 4 | 0 |
| Apr 2024 | $289.7M | $289.3M | $387.5K | 4 | 0 |
| Mar 2024 | $289.7M | $289.3M | $387.5K | 4 | 0 |
| Feb 2024 | $289.7M | $289.3M | $387.5K | 4 | 0 |
| Feb 2024 | $289.7M | $289.3M | $387.5K | 4 | 0 |
| Oct 2023 | $216.4M | $216.4M | $0 | 3 | 0 |
| Sep 2023 | $216.4M | $216.4M | $0 | 3 | 0 |
| Aug 2023 | $216.4M | $216.4M | $0 | 3 | 0 |
| May 2023 | $216.4M | $216.4M | $0 | 3 | 0 |
| Apr 2023 | $216.4M | $216.4M | $0 | 3 | 0 |
| Jan 2023 | $216.4M | $216.4M | $0 | 3 | 0 |
| Sep 2022 | $0 | $0 | $0 | 3 | 0 |
| Aug 2022 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$331.6M
Discretionary$331.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$289.7M
Discretionary$289.3M
Non-Disc.$387.5K
Employees4
Clients0
DateMay 2024
Total AUM$289.7M
Discretionary$289.3M
Non-Disc.$387.5K
Employees4
Clients0
DateApr 2024
Total AUM$289.7M
Discretionary$289.3M
Non-Disc.$387.5K
Employees4
Clients0
DateMar 2024
Total AUM$289.7M
Discretionary$289.3M
Non-Disc.$387.5K
Employees4
Clients0
DateFeb 2024
Total AUM$289.7M
Discretionary$289.3M
Non-Disc.$387.5K
Employees4
Clients0
DateFeb 2024
Total AUM$289.7M
Discretionary$289.3M
Non-Disc.$387.5K
Employees4
Clients0
DateOct 2023
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0