Actinver Wealth Management, Inc.

Actinver Wealth Management, Inc. (CRD# 146153) is a financial advisory firm headquartered in Houston, TX. They manage $320,000,000 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    320
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $2,000,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Actinver Wealth Management, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Francisco X. Maza
CRD#: 2786574
5075 Westheimer, Suite 650, Houston, TX 77056
96
Wealthminder
score

Francisco Maza (CRD# 2786574) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in Houston, TX and has over 20 years of experience in the finance industry.

2
Maria C. Cardoso
CRD#: 5621020
5075 Westheimer, Suite 650, Houston, TX 77056
93
Wealthminder
score

Maria Cardoso (CRD# 5621020) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in Houston, TX and has over 8 years of experience in the finance industry.

3
Antonio Fernandez Gutierrez
CRD#: 4386955
5075 Westheimer, Suite 650, Houston, TX 77056
93
Wealthminder
score

Antonio Fernandez Gutierrez (CRD# 4386955) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in Houston, TX and has over 15 years of experience in the finance industry.

4
Kurt L. Josten
CRD#: 3106327
40 North East Loop 410, San Antonio, TX 78216
93
Wealthminder
score

Kurt Josten (CRD# 3106327) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry.

5
Benjamin J. Lopez
CRD#: 4108524
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258
93
Wealthminder
score

Benjamin Lopez (CRD# 4108524) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in San Antonio, TX and has over 17 years of experience in the finance industry.

6
Emilio Mejia
CRD#: 4298693
5075 Westheimer, Suite 650, Houston, TX 77056
93
Wealthminder
score

Emilio Mejia (CRD# 4298693) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

7
Luis N. Montes-De-Oca
CRD#: 2658548
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258
93
Wealthminder
score

Luis Montes-De-Oca (CRD# 2658548) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in San Antonio, TX and has over 22 years of experience in the finance industry.

8
Luis F. Padruno
CRD#: 2224259
5075 Westheimer, Suite 650, Houston, TX 77056
93
Wealthminder
score

Luis Padruno (CRD# 2224259) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in Houston, TX and has over 11 years of experience in the finance industry.

9
Antonio Palafox-Camara
CRD#: 5656361
5075 Westheimer, Suite 650, Houston, TX 77056
93
Wealthminder
score

Antonio Palafox-Camara (CRD# 5656361) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in Houston, TX and has over 8 years of experience in the finance industry.

10
Alberto Ramos Alatorre
CRD#: 3083781
19134 Stone Oak Parkway, Suite 200, San Antonio, TX 78258
93
Wealthminder
score

Alberto Ramos Alatorre (CRD# 3083781) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in San Antonio, TX and has over 19 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.