# Insignia Wealth Advisory

Insignia Wealth Advisory is a Multi Family Office based in Miami, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** insigniawealthadvisory.com

## Regulatory record

- **CRD number:** 323264
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323264

## About

Insignia Wealth Advisory is a state-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.

## Sectors

- Wealth Management
- Private Credit
- Real Estate

## People

- Carlos L. Gonzalez — Founder & CEO
- Juan Pablo Zavala — Managing Director

## Questions

### 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).

### 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.

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Last updated: 2026-07-06T01:24:18.683Z

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