# Fernandez Wealth Management

> Fernandez Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 337600
- Filed as: FERNANDEZ WEALTH MANAGEMENT
- Legal name: Fernandez Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337600
- AdvisorCensus page: https://advisorcensus.com/firm/fernandez-wealth-management-337600

## Quick answers

**How is Fernandez Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Fernandez Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Fernandez Wealth Management registered with the SEC or a state?**
Fernandez Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337600.

**How much does Fernandez Wealth Management manage?**
Fernandez Wealth Management reports $50,838,213 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**What types of clients does Fernandez Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (17).

**Does Fernandez 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/337600

## 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: $50,838,213
- Discretionary: $50,838,213
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $24,187,916 |
| High net worth individuals | 17 | $26,650,297 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fernandezwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fernandez Wealth Management (CRD 337600): Form ADV filing data as of October 2026.