Advisor at AWH Financial, LLC
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Firm
AWH Financial, LLC
Location
Bala Cynwyd, PA 19004
Credentials
Series 65
Industry experience
1 year
Federico Vielledent is a financial advisor at Mexus Wealth Management with a Series 65 designation and one year of industry experience. He has worked at Mexus Advisory L.L.C. since 2024 and has been involved with several related firms since 2014. Outside of his advisory role, Vielledent is a licensed attorney and co-owner of El Paso Obamacare, LLC, which places ACA marketplace health insurance policies in El Paso, Texas. Mexus Wealth Management provides portfolio management and investment policy development primarily for high-net-worth individuals, employing a blend of cyclical and fundamental analysis alongside modern portfolio theory. The firm offers both discretionary and non-discretionary services across a range of investment vehicles and maintains close affiliations with legal and insurance businesses.
One Belmont Avenue, Suite 1000
Bala Cynwyd, PA 19004
Texas
Mexus Advisory L.L.C.
2024 - Present (2 years)
AWH Financial, LLC
2023 - Present (3 years)
Vielledent & Associates, PLLC
2017 - Present (9 years)
Vielledent Cortazar & Asociados
2014 - Present (12 years)
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Bank
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Trust company
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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Earndex, LLC
I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
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