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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INVENIO WEALTH PARTNERS, LLC

CRD 323039

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad5d7ea0-ffa8-3c34-69d7-c094dacc6f53

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 0
Observed: Aug 15, 2022 to Aug 26, 2026
19 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $364MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $357M
Private client RAUM: $330MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $182Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 332
Individual clients: 74
High net worth clients: 234
Custody, client assets: $59.4M
SEC number: 801-126561
CIK: 1989341
CRD: 323039
Filings on the tape: 19
First filed: Aug 15, 2022
Latest filed: Aug 26, 2026
Organised: Limited Liability Company, FL
Website: inveniowealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH Amado FERNANDEZ	Certified Financial Planner	CORAL GABLES, FL	3	32	1	no
Christina Hudson	n/a	CORAL GABLES, FL	1	28	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Arbelaez-Perez, Johanna, M	MANAGING MEMBER	E	yes	08/2022	Jan 24, 2023	Sep 6, 2024
CHB PLACE, LLC	Owner	C	yes	10/2022	Aug 15, 2022	Sep 6, 2024
FERNANDEZ, JOSEPH, Amado	MANAGING MEMBER	E	yes	08/2022	Aug 15, 2022	Sep 6, 2024
Hudson, Christina	MANAGING MEMBER	E	yes	08/2022	Aug 15, 2022	Sep 6, 2024
JA2P, LLC	Owner	A	yes	10/2022	Aug 15, 2022	Sep 6, 2024
PLUMMER, CHRISTOPHER, GEORGE	CHIEF COMPLIANCE OFFICER	Na	yes	08/2023	Aug 29, 2023	Sep 6, 2024
RATIONAL INVESTORS, LLC	Owner	C	yes	10/2022	Aug 15, 2022	Sep 6, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 25, 2026	$364M	$357M	5	2	n/a	n/a
2024	Mar 14, 2025	$332M	$332M	5	2	n/a	n/a
2023	Feb 22, 2024	$290M	$289M	4	2	n/a	n/a
2022	Jan 24, 2023	$216M	$216M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$364M	$332M	9.8%	$216M	18.9%	5	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
DOMINARI SECURITIES LLC	2	Nov 21, 2022	Nov 26, 2024	NEW YORK, NY	Team lift out	RIA to new firm	28.6%

Relationships

Affiliated with (1)

← MINDSET WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, control
factForm ADV

Registered with (2)

← Christina HudsonAdvisorregistration: current employment
Nov 26, 2024 to presentfactForm ADV
← JOSEPH Amado FERNANDEZAdvisorregistration: current employment
Jan 3, 2023 to presentfactForm ADV

Moved with (1)

← DOMINARI SECURITIES LLCRegistered adviser2 advisors, team lift out, same day
Nov 21, 2022 to Nov 26, 2024factForm ADV

Controls (7)

← FERNANDEZ, JOSEPH, AmadoOwnerMANAGING MEMBER, ownership code E, individual
Aug 15, 2022 to Sep 6, 2024factForm ADV
← PLUMMER, CHRISTOPHER, GEORGEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 29, 2023 to Sep 6, 2024factForm ADV
← Arbelaez-Perez, Johanna, MOwnerMANAGING MEMBER, ownership code E, individual
Jan 24, 2023 to Sep 6, 2024factForm ADV
← Hudson, ChristinaOwnerMANAGING MEMBER, ownership code E, individual
Aug 15, 2022 to Sep 6, 2024factForm ADV
← CHB PLACE, LLCOwnerOWNER, ownership code C, domestic entity
Aug 15, 2022 to Sep 6, 2024factForm ADV
← JA2P, LLCOwnerOWNER, ownership code A, domestic entity
Aug 15, 2022 to Sep 6, 2024factForm ADV
← RATIONAL INVESTORS, LLCOwnerOWNER, ownership code C, domestic entity
Aug 15, 2022 to Sep 6, 2024factForm ADV

Dated events

Occurred
Aug 29, 2023
Control person left
Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Invenio Wealth Partners, Llc (listed 2023-05-17, absent 2023-08-29)
Form ADVobserved 4 days ago
Occurred
Aug 29, 2023
Control person joined
George Christopher Plummer (Chief Compliance Officer) appeared on Schedule A of Invenio Wealth Partners, Llc
Form ADVobserved 4 days ago
Occurred
Jan 24, 2023
Control person joined
M Johanna Arbelaez-Perez (Managing Member) appeared on Schedule A of Invenio Wealth Partners, Llc
Form ADVobserved 4 days ago
Occurred
Nov 21, 2022
Team lift-out
2 advisors left Dominari Securities LLC (New York, NY) for Invenio Wealth Partners, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Aug 15, 2022
First Form ADV filing
Invenio Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad5d7ea0-ffa8-3c34-69d7-c094dacc6f53
First observed: Aug 15, 2022
Last observed: Aug 26, 2026 24 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INVENIO WEALTH PARTNERS, LLC

CRD 323039

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad5d7ea0-ffa8-3c34-69d7-c094dacc6f53

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH Amado FERNANDEZ

Certified Financial Planner

CORAL GABLES, FL

Christina Hudson

n/a

CORAL GABLES, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Arbelaez-Perez, Johanna, M

MANAGING MEMBER

yes

08/2022

Jan 24, 2023

Sep 6, 2024

CHB PLACE, LLC

Owner

yes

10/2022

Aug 15, 2022

Sep 6, 2024

FERNANDEZ, JOSEPH, Amado

MANAGING MEMBER

yes

08/2022

Aug 15, 2022

Sep 6, 2024

Hudson, Christina

MANAGING MEMBER

yes

08/2022

Aug 15, 2022

Sep 6, 2024

JA2P, LLC

Owner

yes

10/2022

Aug 15, 2022

Sep 6, 2024

PLUMMER, CHRISTOPHER, GEORGE

CHIEF COMPLIANCE OFFICER

yes

08/2023

Aug 29, 2023

Sep 6, 2024

RATIONAL INVESTORS, LLC

Owner

yes

10/2022

Aug 15, 2022

Sep 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$364M

$357M

n/a

2024

Mar 14, 2025

$332M

n/a

2023

Feb 22, 2024

$290M

$289M

n/a

2022

Jan 24, 2023

$216M

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$364M

$332M

9.8%

$216M

18.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

DOMINARI SECURITIES LLC

Nov 21, 2022

Nov 26, 2024

NEW YORK, NY

Team lift out

RIA to new firm

28.6%