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Insignia Wealth Advisory
Insignia Wealth Advisory is an SEC-registered investment adviser in Opelika, AL. The firm manages $23 million in assets, with $7 million on a discretionary...
Insignia Wealth Advisory
Insignia Wealth Advisory is an SEC-registered investment adviser in Opelika, AL. The firm manages $23 million in assets, with $7 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2013
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
Carlos L. Gonzalez
Founder & CEO
Juan Pablo Zavala
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Insignia Wealth Advisory?
Founder Carlos L. Gonzalez serves as CEO and oversees investment strategy. He previously led Latin American private banking for a global bank before launching the firm. Managing Director Juan Pablo Zavala also contributes to client advisory and asset allocation decisions (per public record).
Is Insignia Wealth Advisory a single-family office or a multi-family office?
Insignia operates as a multi-family office and registered investment advisor (RIA). It serves multiple unrelated families, primarily from Latin America, rather than managing the wealth of a single dynasty. This structure allows it to pool expertise and deal flow across its client base.
What asset classes does Insignia Wealth Advisory use?
The firm allocates client capital to fixed income, private credit, and direct real estate. It does not run venture capital, hedge fund, or public equity programs. The mandate is income-oriented capital preservation, not aggressive growth (per firm's public communications).
Where does the underlying wealth come from for Insignia's clients?
Wealth origins are not publicly disclosed for individual clients. The firm serves families from Mexico, Colombia, Brazil, and Argentina, many of whom have dual residency in the US and Latin America. The wealth likely comes from industrial, real estate, or business-ownership backgrounds typical of Latin American HNW families.
Does Insignia Wealth Advisory have any public track record of deals or performance?
No. Insignia does not publicly disclose its portfolios, realized returns, or specific investment positions. Its activity is limited to client advisory and asset management, with no public fund vehicles, SPVs, or performance data available in the public domain.
How is Insignia regulated, and what compliance framework does it follow?
Insignia Wealth Advisory is registered as an RIA with the SEC. As such, it is subject to standard fiduciary and reporting requirements under the Investment Advisers Act of 1940 (per SEC IAPD database).
What is Insignia's known posture on co-investments alongside external GPs?
Insignia does not publicly promote co-investment programs. Its private credit and real estate allocations are structured as direct investments or through pooled vehicles arranged internally, not through external general partner relationships that invite LP participation. The firm has no disclosed co-investment track record.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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