# Cortez Wealth Management

Cortez Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://cortezwealth.com
- **LinkedIn:** https://www.linkedin.com/company/cortez-wealth-management

## Regulatory record

- **CRD number:** 333390
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333390

## About

CORTEZ WEALTH MANAGEMENT is a state-registered investment adviser in EL PASO, TX. The firm manages approximately $47 million in regulatory assets. It has 3 employees and 1 investment adviser.

## Questions

### What is Cortez Wealth Management's known investment focus?

The firm has not publicly disclosed its asset-class preferences, stage focus, or sector concentrations. Without a website, regulatory filings, or named portfolio holdings, the investment focus remains unverifiable.

### Who founded Cortez Wealth Management?

The founding principal or principals have not been publicly identified. No primary-source documentation confirms the origin of the wealth, the year of establishment, or the individuals making investment decisions.

### Why is there so little public information on Cortez Wealth Management?

Many single-family offices deliberately avoid public disclosure to protect privacy and maintain proprietary sourcing advantages. Cortez Wealth Management's complete absence from standard industry databases and public records reflects this operational model.

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Last updated: 2026-07-06T01:24:14.786Z

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