Chinea Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$244,000
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$244,000
About
Chinea Wealth Management LLC provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering ongoing portfolio management and written one‑time or ongoing financial plans. In addition to client-facing portfolio work, the firm delivers employer‑arranged financial literacy conferences that cover employee benefits, general financial literacy, and sport and entertainment financial topics.
The firm constructs individualized Investment Policy Statements and frequently manages accounts on a discretionary basis, applying long‑term trading strategies informed by cyclical analysis, modern portfolio theory, and efficient market theory. It advises across mutual funds, ETFs, equities, fixed income, real estate funds, hedge funds and private equity, and states it will act as a fiduciary when providing retirement account recommendations.
What is distinctive is the formalized offering of employer‑sponsored financial literacy workshops—including sessions on 401(k) and equity compensation plans and sport/entertainment finance—which is uncommon among independent advisers. The adviser also does not utilize third‑party sub‑advisers and relies on institutional custody relationships that can provide research, trading and operational support.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Passive / index investing
Real estate investing
College savings (529s, UTMA, etc.)
Fee options
One-time comprehensive financial plan: $1,000 to $3,000 (negotiable); Ongoing financial planning services: $3,000 to $4,000 per year (negotiable); Financial Literacy Conferences: $500 to $1,000 per conference (negotiable)
$50,000 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$150 to $250 per hour
Account minimum: $50,000
Main office location
Chinea Wealth Management LLC
Metro Office Park 2, Calle 1, Suite 100
Guaynabo PR 00968, United States
Number of offices
2
Most active in
Chinea Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Puerto Rico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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