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| Cifuentes Wealth Partners LLC
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|---|---|
| CRD # | 139610 |
| SEC # | 801-116707 |
| CIK # | |
| AUM | $173.1 M (2026-06-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 954-986-0633 |
| Address | 3878 Sheridan Street Hollywood, FL 33021 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 18.5 |
| (b) Individuals (high net worth individuals) | 50 | 154.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 313 | 173.1 |
| By Discretionary | ||
| Discretionary | 291 | 149.7 |
| Non-Discretionary | 22 | 23.4 |
| Total | 313 | 173.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.1 | |
| Total | 313 | 173.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RLB Financial LLC
✚
|
MO | 0.2 |
|
Neuenschwander Asset Management LLC
✚
|
WI | 0.2 |
|
Price Financial Group Wealth Management Inc
✚
|
OR | 0.2 |
|
Winning Points Advisors LLC
✚
|
FL | 0.2 |
|
Individual Asset Management Inc
✚
|
CA | 0.2 |
|
Wabash Capital Inc
✚
|
IN | 0.2 |
|
Stronghold Wealth Management LLC
✚
|
FL | 0.2 |
|
Ridgeline Wealth LLC
✚
|
AZ | 0.2 |
|
Cornermen Financial LLC
✚
|
TX | 0.2 |
|
Wealth Management Solutions LLC
✚
|
AZ | 0.2 |