# Invenio Wealth Partners, LLC

> Invenio Wealth Partners, LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 323039
- Filed as: INVENIO WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323039
- AdvisorCensus page: https://advisorcensus.com/firm/invenio-wealth-partners-llc-coral-gables-fl-323039

## Quick answers

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

**Where is Invenio Wealth Partners, LLC located?**
Invenio Wealth Partners, LLC's principal office is in Coral Gables, FL, according to its Form ADV.

**Is Invenio Wealth Partners, LLC registered with the SEC or a state?**
Invenio Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323039.

**How much does Invenio Wealth Partners, LLC manage?**
Invenio Wealth Partners, LLC reports $364,001,634 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (98% discretionary).

**How have Invenio Wealth Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Invenio Wealth Partners, LLC: Regulatory assets under management: $0 in the October 2022 data and $364,001,634 in the October 2026 data. Total employees: 3 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Invenio Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (234); individuals (other than high net worth individuals) (74); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Invenio Wealth Partners, LLC use?**
Invenio Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Invenio Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323039

**What changed in Invenio Wealth Partners, LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $364,001,634
- Discretionary: $356,658,081
- Non-discretionary: $7,343,553

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $11,931,088 |
| High net worth individuals | 234 | $318,137,853 |
| Banking or thrift institutions | 3 | $5,461,303 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $14,680,337 |
| Charitable organizations | 4 | $7,777,383 |
| Corporations or other businesses not listed above | 8 | $6,013,670 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- inveniowealth.com
- Instagram @inveniowp
- LinkedIn @invenio-wealth-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 3 | September 5, 2022 |
| October 2023 | $216,374,524 | 3 | September 5, 2023 |
| October 2024 | $289,687,658 | 4 | September 6, 2024 |
| October 2025 | $331,618,779 | 5 | March 14, 2025 |
| October 2026 | $364,001,634 | 5 | August 26, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $364,001,634 in the October 2026 data.
Total employees: 3 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### August 2026
- Registered or notice-filed in CA.

### July 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invenio Wealth Partners, LLC (CRD 323039): Form ADV filing data as of October 2026.