# Cortez Wealth Advisors LLC

Cortez Wealth Advisors LLC is a Multi Family Office based in El Paso, USA.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** El Paso, USA
- **Assets under management:** Undisclosed
- **Website:** cortezwealth.com

## Regulatory record

- **CRD number:** 285131
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285131

## About

Cortez Wealth Management is a Registered Investment Advisor (RIA) firm that delivers custom-tailored financial solutions to help clients build, grow, and protect wealth. The firm specializes in wealth management, investment management, financial planning, retirement planning, tax planning and preparation, business succession planning, education planning, and estate planning. It provides personalized, data-driven guidance for individuals and business owners.

## Sectors

- Airline professionals and pilots

## People

- Gilbert Cortez — President, founder and principal advisor
- Mariana Miranda — Operations Manager
- Mar Meza — Operations Associate

## Questions

### Who makes investment decisions at Cortez Wealth Advisors?

Specific investment decision-makers at Cortez Wealth Advisors are not publicly named, as the firm's leadership and advisory team details remain undisclosed. The firm operates as a registered investment advisor, meaning it has at least one principal who oversees investment strategies and client portfolios. Given the RIA structure, investment decisions are made by advisors who meet fiduciary standards under SEC regulations.

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Last updated: 2026-08-11T15:06:27.647Z

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