# Cortez Wealth Management

> Cortez Wealth Management is a state-registered investment advisory firm in El Paso, TX, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 333390
- Filed as: CORTEZ WEALTH MANAGEMENT
- Legal name: Cortez Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: El Paso, TX
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333390
- AdvisorCensus page: https://advisorcensus.com/firm/cortez-wealth-management-el-paso-tx-333390

## Quick answers

**How is Cortez Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Cortez Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cortez Wealth Management located?**
Cortez Wealth Management's principal office is in El Paso, TX, according to its Form ADV.

**Is Cortez Wealth Management registered with the SEC or a state?**
Cortez Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333390.

**How much does Cortez Wealth Management manage?**
Cortez Wealth Management reports $47,083,419 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**What types of clients does Cortez Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (183); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Cortez Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333390

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $47,083,419
- Discretionary: $47,083,419
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 183 | $28,307,836 |
| High net worth individuals | 21 | $18,775,583 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cortezwealth.com
- Facebook @cortezwealthmanagement
- LinkedIn @cortez-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cortez Wealth Management (CRD 333390): Form ADV filing data as of October 2026.