Puentes Mayorga Advisers, S.A.S
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 292085
· SEC file 801-112542
·
· WWW.PMADVISERS.NET
☆ Save with Pro
ADV data as of Aug 20, 2026
- Regulatory AUM
- $1.5M
- Discretionary
- $1.5M
- Clients
- 4
- Avg AUM / client
- $375K
- Accounts
- 4
- Employees
- 2
AUM over time
$0
$1.5M
Jan 30, 2018
Aug 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $1.5M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Puentes, Pablo, Andres | Manager | Oct 2009 (17y) | 50% – 75% | |
| Puentes, Rigoberto, Alonso | Cco | Oct 2009 (17y) | 50% – 75% |
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) | 07/09/2025 | 849 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Market timing services
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 20, 2026.
View current Form ADV (SEC/IAPD) ↗