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INVENIO WEALTH PARTNERS, LLC

CORAL GABLES, FL · CRD 323039 · IAPD ↗ · inveniowealth.com · 971-371-3450

$364.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — INVENIO WEALTH PARTNERS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — INVENIO WEALTH PARTNERS, LLC now reports custody of client assets ($59.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
May 2024 — INVENIO WEALTH PARTNERS, LLC notice-filed in OH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2024 — INVENIO WEALTH PARTNERS, LLC reported RAUM up 34% ($216.4M -> $289.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.