Invenio Wealth Partners LLC
Invenio Wealth Partners LLC is a boutique wealth management firm headquartered in Coral Gables, Florida, serving high-net-worth individuals and institutions. The firm was founded in 2022 and is registered with the SEC. They operate as independent advisers, focusing on objective, customized financial planning and investment management solutions for their clients. The firm employs 5 professionals, with significant expertise in wealth consulting and investment advisory services. Their approach emphasizes independence from large corporations, allowing tailored solutions dedicated to their clients' personal financial goals. The firm mostly serves high-net-worth individuals and also manages accounts for pension/profit sharing plans and charitable organizations.
Investment Strategy
Invenio Wealth Partners LLC provides objective, independent advice and management of client resources, emphasizing financial planning and consulting for wealthy individuals and select institutions. Their investment strategy leverages state-of-the-art technology and industry-leading research to develop customized portfolios, primarily focused on public equities and fixed income through ETFs. Their approach centers on aligning with clients' best interests, serving as a virtual family office and optimizing solutions tailored to clients' values and financial goals.
Top Holdings
Equity Positions (93)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JMUB | JPMORGAN MUNICIPAL ETF | 8.08% | $20.3M | 409,171 | $50.41 | $49.64 | -$463.3K |
S SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 7.92% | $19.9M | 682,185 | $24.00 | $29.21 | +$3.2M |
D DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | 7.90% | $19.9M | 206,980 | $81.83 | $95.98 | -$120.2K |
S SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 5.58% | $14.0M | 346,687 | $33.20 | $40.49 | +$1.2M |
V VOO | VANGUARD S&P 500 ETF | 5.16% | $13.0M | 22,849 | $568.03 | $568.03 | +$13.0M |