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Rafael Maria Iribarren

BIGSUR WEALTH MANAGEMENT, LLC·MIAMI, Florida
Series 7, Series 63, Series 65Clean record18 years registeredBIGSUR WEALTH MANAGEMENT, LLC
1441 BRICKELL AVENUE, MIAMI, FL 33131CRD# 4171908Firm CRD# 146511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rafael Maria Iribarren · MIAMI, FL
Registration
CRD #4171908 · BIGSUR WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

BIGSUR PARTNERS, LLC
Mar 2025 – present
BIGSUR PARTNERS, LLC
Apr 2008 – Jun 2019
Miami, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 17, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BIGSUR WEALTH MANAGEMENT, LLC
CRD 146511 · SEC 801-69024
AUM
$1.2B
Regulatory assets under management
Employees
17
243 client accounts
Services offered by BIGSUR WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at BIGSUR WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Rafael Maria Iribarren offer?
Rafael Maria Iribarren specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Rafael Maria Iribarren's credentials?
Rafael Maria Iribarren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rafael Maria Iribarren located?
Rafael Maria Iribarren is based in MIAMI, Florida, working with BIGSUR WEALTH MANAGEMENT, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Rafael Maria Iribarren charge for services?
Rafael Maria Iribarren's firm is compensated through percentage of aum, performance-based fees, other: % assets under consultation & reporting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIGSUR WEALTH MANAGEMENT, LLC?
BIGSUR WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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CFA
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MIAMI, FL

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