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

Clients

Accounts

269

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 14, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
PLUMMER, CHRISTOPHER, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PLUMMER, CHRISTOPHER, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PLUMMER, CHRISTOPHER, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PLUMMER, CHRISTOPHER, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PLUMMER, CHRISTOPHER, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PLUMMER, CHRISTOPHER, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PLUMMER, CHRISTOPHER, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PLUMMER, CHRISTOPHER, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PLUMMER, CHRISTOPHER, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PLUMMER, CHRISTOPHER, GEORGE	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
CHB PLACE, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
RATIONAL INVESTORS, LLC	DE	OWNER	C	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control
JA2P, LLC	DE	OWNER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
Arbelaez-Perez, Johanna, M	I	JA2P, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
FERNANDEZ, JOSEPH, Amado	I	RATIONAL INVESTORS, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control
Hudson, Christina	I	CHB PLACE, LLC	E	Control

Registrations

Federal

Mar 14, 2025 REGISTERED

Notice Filings (3)

FL OH TX

Address

4000 PONCE DE LEON BLVD.
SUITE 415
CORAL GABLES, FL 33146
United States

Phone: 971-371-3450