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Inva Capital Wealth Management LLC

Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on June 18, 2019
      • $18.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 15
        Accounts
      • $1.2M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    1

    name start date
    Luiz Augusto Pacheco
    May 2016

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Inva Capital Consultoria -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Raphael Cordeiro Member September, 2015 50% to 75%
        Luiz Augusto Pacheco Director September, 2015 25% to 50%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees