# Invenio Wealth Partners

Invenio Wealth Partners is a Multi Family Office based in Coral Gables, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Coral Gables, United States
- **Region:** North America
- **Address:** 4000 Ponce de Leon Blvd., Suite 415, Coral Gables, FL 33146, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** inveniowealth.com
- **LinkedIn:** https://www.linkedin.com/company/invenio-wealth-partners-llc

## Regulatory record

- **CRD number:** 323039
- **SEC file number:** 801-126561
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323039

## About

The firm opened in Coral Gables, Florida in 2022, founded by a team of wealth-management professionals who had previously worked across financial planning, investment management, and consulting for high-net-worth individuals and institutions. The advisors position the firm as an independent practice that operates outside the structure of a large corporation, structuring client engagements around a virtual family-office model that gives each household access to what the firm calls a personal chief financial officer. Invenio markets two service lines — wealth management and wealth consulting — both of which appear centered on planning, advisory, and portfolio construction rather than proprietary product manufacturing. The firm's materials emphasize independence and a fiduciary orientation, stating that it aligns with clients' best interests and provides objective advice. The geographic footprint is national in aspiration: the Coral Gables office serves clients across the United States, though no additional offices are disclosed. The firm has not publicly named specific portfolio holdings, external co-investors, or fund vehicles. No headcount or assets-under-management figures are publicly available. The firm's physical footprint is limited to a single suite on Ponce de Leon Boulevard in Coral Gables. No adjacent philanthropic vehicles, real-asset arms, club memberships, or operating businesses have been disclosed in public sources. Structurally, Invenio differs from a traditional RIA aggregator by anchoring its model to the virtual-family-office concept — a personal CFO for each client, supported by centralized planning and investment resources. The firm has not disclosed a succession plan or external governance structure, making its long-term continuity an open question for an allocator assessing a relatively young practice.

## Questions

### Is Invenio a fiduciary?

The firm states that it aligns with clients' best interests and provides objective, independent advice. Invenio emphasizes its independence from large corporations as a structural support for that fiduciary posture.

### Does Invenio run proprietary funds?

No proprietary fund products are disclosed. The firm's public materials focus on advisory, planning, and portfolio management rather than manufacturing in-house investment vehicles.

### What is known about Invenio's scale?

Neither AUM nor a headcount has been publicly disclosed. The firm operates from a single office in Coral Gables and has not published deployment or client-count figures.

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- [Intrinsic Capital Partners](https://altss.com/profile/intrinsic-capital-partners)
- [InVent Capital](https://altss.com/profile/invent-capital)

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Last updated: 2026-07-06T01:24:18.792Z

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