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CIFUENTES WEALTH PARTNERS, LLC, CRD 139610
HOLLYWOOD, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| AMAURY SANCHEZ-CIFUENTES | Certified Financial Planner | HOLLYWOOD, FL | 16 | 27 | 5 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SANCHEZ-CIFUENTES, AMAURY | MANAGING MEMBER/CCO | E | yes | 11/2005 | Apr 29, 2019 | Mar 12, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 23, 2026 | $173M | $150M | 2 | 1 | 0 | n/a | n/a |
| 2024 | Mar 26, 2025 | $141M | $133M | 2 | 1 | 0 | n/a | n/a |
| 2023 | Mar 12, 2024 | $121M | $109M | 3 | 2 | 0 | n/a | n/a |
| 2022 | Mar 22, 2023 | $132M | $116M | 3 | 2 | 1 | n/a | n/a |
| 2021 | Mar 30, 2022 | $160M | $133M | 5 | 3 | 1 | n/a | n/a |
| 2020 | Mar 19, 2021 | $124M | $120M | 5 | 3 | 1 | n/a | n/a |
| 2019 | Mar 31, 2020 | $110M | $106M | 3 | 3 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $173M | $141M | 22.6% | $132M | 9.5% | 2 | 2 | 0 | 0 |