BIGSUR WEALTH MANAGEMENT, LLC

BIGSUR PARTNERS, LLC
MIAMI, Florida·6 registered advisors·CRD# 146511
SEC# 801-690240305-740-6777
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
Other: % ASSETS UNDER CONSULTATION & REPORTING FEES
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at BIGSUR WEALTH MANAGEMENT, LLC

6 registered advisors
Daniel Rene Orona
MIAMI, Florida
Eric Chih Chian Chuang
MIAMI, Florida
Ignacio Gabriel Pakciarz
MIAMI, Florida
Marisa Liliam Hernandez
MIAMI, Florida
CFA
Rafael Maria Iribarren
MIAMI, Florida
Rosa Rincon
MIAMI, Florida
05

Office Locations

MIAMI, Florida
6 advisors

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Data sourced from SEC Form ADV filings. BIGSUR WEALTH MANAGEMENT, LLC (CRD# 146511) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.