Andbanc Advisory Llc
- Regulatory AUM
- $806M
- Discretionary
- $538M
- Clients
- 472
- Avg AUM / client
- $1.7M
- Accounts
- 472
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 95 | $177M | 22.0% |
| High net worth individuals | 377 | $629M | 78.0% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dinamarca Araneda, Ruben, Andres | Risk Manager | Jun 2022 (4y) | Less than 5% | |
| Dolz De Espejo, Ivan | Chief Executive Officer | Jun 2022 (4y) | Less than 5% | |
| Zeno, John, Joseph | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Carlos Eduardo Gribel | Registered representative | Oct 2015 (11y) | ||
| Karen Valerie Mendoza | Registered representative | Dec 2015 (11y) | ||
| Ana Carolina Arnau | Registered representative | Aug 2024 (2y) | ||
| Miguel Jose Cardoso | Registered representative | Jan 2025 (2y) | ||
| Arturo Luis Carrera Munoz | Registered representative | CFA | Jan 2025 (2y) | |
| Lineo Poll | Registered representative | Jan 2025 (2y) | ||
| Leandro Cabral De Almeida | Registered representative | May 2025 (1y) | ||
| Hector Horcajada Romay | Registered representative | Jul 2025 (1y) | ||
| Luiz Fernando Boruchowski | Registered representative | Dec 2025 (1y) | ||
| Andres Roberto Sinclair | Registered representative | Dec 2025 (1y) | ||
| Juan Pablo Venegas | Registered representative | Jan 2026 (1y) | ||
| Rodrigo Molina Borba | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Andbanc Wealth Management Llc | Member | Nov 2010 | A | 75% or more |
| Zumzeiga B.V. | Member | Aug 2022 | B | ≈ 56.25% – 100% via Andbanc Wealth Management Llc |
| Andorra Banc Agricol Reig, S.A. | Shareholder | Dec 2002 | B | ≈ 42.19% – 100% via Zumzeiga B.V. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zumzeiga B.V.: 75% – 100% of Andbanc Wealth Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Andorra Banc Agricol Reig, S.A.: 75% – 100% of Zumzeiga B.V. × 75% – 100% of Andbanc Wealth Management Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $782M (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗