Abendstern Wealth Management, Inc. logo

Abendstern Wealth Management, Inc.

Updated today

Client assets under management

$0

Clients

0

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Very Low

Average account size

About

Abendstern Wealth Management, Inc. describes its client base as primarily international and includes high-net-worth individuals, trusts, estates and charitable organizations. The firm offers discretionary and non-discretionary investment advisory and consulting services, including portfolio management, private financial and market advisory services and consolidated investment reporting.

The brochure describes a disciplined, diversification-focused investment approach that applies fundamental and technical analysis to U.S.-listed equities, uses proprietary measures and an equal-weight portfolio construction with at least monthly rebalancing. Abendstern states it tailors services to client-imposed restrictions in writing and allocates among cash, equities, mutual funds and bonds to manage risk relative to clients’ objectives.

Notably, the firm discloses that it acts as a wrap-fee program sponsor, a role that is uncommon among peers in this category, and it reports a prior SEC enforcement matter involving a former associated person that resulted in an injunction, monetary sanctions and a temporary association bar. The filing also shows no assets under management while listing multiple advisory personnel and offering both traditional advisory services and wrap programs, a combination that is atypical for similar investment-manager advisers.

Client services

Portfolio management

Expertise

Active portfolio management

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Fee options

Percentage

$100,000 - $999,999.99: 1.75% $1,000,000 - $2,999,999.99: 1.50% $3,000,000 - $5,999,999.99: 1.25% $6,000,000 - $9,999,999.99: 1.00% Over $10,000,000+: .75%

Main office location

Abendstern Wealth Management, Inc.

150 Pine Forest Dr., Suite 803

Shenandoah TX 77384, United States

Number of offices

1

Most active in

Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Arturo C

Series 65

Shenandoah, TX

Abendstern Wealth Management, Inc.

Arturo Cardenas Chagoya is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Abendstern Wealth Management since 2015. He also has a longstanding role at Aipt S.A. de C.V. since 2004. Abendstern Wealth Management serves primarily international clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach to U.S.-listed equities with tailored portfolio construction and risk management.

Active portfolio management
user avatar

Carlos A

Series 65

Shenandoah, TX

Abendstern Wealth Management, Inc.

Carlos Alvarez is a financial advisor at Abendstern Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Abendstern since 2014. In addition to his advisory role, Mr. Alvarez works part-time as a realtor with Texas Ally Real Estate. Abendstern Wealth Management serves primarily international clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach that utilizes fundamental and technical analysis of U.S.-listed equities and tailored portfolio management.

Active portfolio management
user avatar

Ener E

Series 65

Shenandoah, TX

Abendstern Wealth Management, Inc.

Ener Escobar Aguirre is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 credential and has been with Abendstern since 2015. Aguirre has also been self-employed since 2013. Abendstern Wealth Management primarily serves international high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach that combines fundamental and technical analysis with proprietary measures and equal-weight portfolio construction.

Active portfolio management
user avatar

Luis M

Series 63, Series 65

Shenandoah, TX

Abendstern Wealth Management, Inc.

Luis Martinez is a financial advisor with Abendstern Wealth Management, Inc. in Shenandoah, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Abendstern Wealth Management since 2015 and is also associated with Abendstern Global Investments, Inc. since 2014. Outside of his advisory work, he is involved with A.I.P.T., an educational organization in The Woodlands, TX. Abendstern Wealth Management serves primarily international high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services with a disciplined, diversification-focused investment approach that emphasizes fundamental and technical analysis of U.S.-listed equities and tailored portfolio management.

Active portfolio management
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