Puente Wealth Advisors Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 343307
· San Diego, CA
· www.puentewealth.com
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ADV data as of Sep 25, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
Jul 16, 2026
Sep 25, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 25, 2026
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 983 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
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: Sep 25, 2026.
View current Form ADV (SEC/IAPD) ↗