Invenio Wealth Partners, LLC

Updated today

Find your advisor

Client assets under management

$330,068,941

Clients

308

76% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

154

Very High

Average account size

$1,071,652

About

Invenio Wealth Partners serves high-net-worth and individual clients as well as institutional clients such as retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary and non‑discretionary portfolio management, comprehensive wealth management, financial planning, and ERISA/401(k) investment fiduciary and consulting services.

The firm structures relationships around an Investment Policy Statement developed through in‑depth client consultations (using E‑Money) and implements portfolios using a mix of active and passive strategies, tactical asset allocation, and tax- and cost‑efficient management. Investments may include traditional equities and fixed income alongside alternatives and specialty allocations—structured notes, interval/illiquid funds, and managed held‑away accounts via the Pontera platform—and assets are custodied primarily at Pershing.

Distinctive aspects noted in the brochure include a small advisor team (two advisors) managing roughly $364 million in AUM and an explicit practice of serving retirement and institutional clients, including an arrangement with a private bank for client referrals that the firm discloses generates compensation. The firm also highlights use of less‑liquid instruments, a policy of treating cash as an asset class, and the operational capability to manage held‑away assets through third‑party services.

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Wealth management Tax-loss harvesting Active portfolio management Private / alternative investments Options & derivatives strategies

Occupation focus

Executive Founder/Business Owner

Fee options

Percentage

$0 - $2,500,000: 1.10% $2,500,001 - $10,000,000: 0.90% $10,000,001 - $20,000,000: 0.60% $20,000,001+: 0.50%

Project-based

Hourly rate ranges from $200 to $600 for limited scope engagements

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $12,500 Fee-only: Fee-only wealth management advisory services (no commissions)

Main office location

Invenio Wealth Partners, LLC

4000 Ponce De Leon Blvd., Suite 415

Coral Gables FL 33146, United States

Number of offices

Most active in

Florida · Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Instagram Website 971-371-3450

Advisors at this firm

Joseph F

CFP®, Series 65

Coral Gables, FL

Invenio Wealth Partners, LLC

Joseph Fernandez is a CFP® with five years of industry experience, currently serving as an advisor at Invenio Wealth Partners, LLC since 2022. He previously worked at Fieldpoint Private Securities, LLC and BNY Mellon, N.A., where he spent over two decades. Fernandez serves as a volunteer board member for the Miami Dade College Foundation. Invenio Wealth Partners provides discretionary wealth management, financial planning, and ERISA/401(k) consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment process is IPS-driven and employs a combination of active and passive strategies, including the use of alternative investments and held-away account platforms, to meet diverse client needs.

Wealth management Tax-loss harvesting Active portfolio management Private / alternative investments Options & derivatives strategies Executive Founder/Business Owner

Christina H

Series 65

Coral Gables, FL

Invenio Wealth Partners, LLC

Christina Hudson is a financial advisor at Invenio Wealth Partners, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fieldpoint Private Securities, LLC and BNY Mellon Wealth Management. Hudson serves as a board member for Zoetic Stage, a live theater organization in Miami. Invenio Wealth Partners provides discretionary wealth management, financial planning, and ERISA/401(k) consulting to a range of clients including high-net-worth individuals, trusts, and retirement plans. The firm employs an IPS-driven investment process that incorporates strategic asset allocation with active and passive managers, specialized instruments, and held-away account platforms.

Wealth management Tax-loss harvesting Active portfolio management Private / alternative investments Options & derivatives strategies Executive Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support