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RIA · CRD 337600State-Registered Investment Adviser

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FERNANDEZ WEALTH MANAGEMENT

FERNANDEZ WEALTH MANAGEMENT is a state-registered investment adviser with $51 million in regulatory assets under management. The firm has 3 employees and 1...

Overview

FERNANDEZ WEALTH MANAGEMENT is a state-registered investment adviser with $51 million in regulatory assets under management. The firm has 3 employees and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at FERNANDEZ WEALTH MANAGEMENT?

No named investment decision-maker is on public record. The firm does not list a CIO, CEO, or managing principal in any available source.

Does FERNANDEZ WEALTH MANAGEMENT participate in direct investments or fund commitments?

The firm's investment approach is unknown. Neither direct deals nor fund commitments appear in any public record.

What investment stages does FERNANDEZ WEALTH MANAGEMENT typically target?

Target stages are not disclosed. No venture capital, private equity, or other stage preferences are on record.

Which sectors does FERNANDEZ WEALTH MANAGEMENT focus on?

Sector focus is not reported. The firm has not publicly listed any preferred or avoided sectors.

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