Bigsur Wealth Management, LLC

Bigsur Wealth Management, LLC (CRD# 146511) is a financial advisory firm headquartered in Miami, FL. They manage $683,933,649 in 166 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    684
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $4,120,082
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
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.

DE, FL

Financial Advisors at Bigsur Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Rafael M. Iribarren
CRD#: 4171908
1395 Brickell Avenue, Suite 900, Miami, FL 33131
96
Wealthminder
score

Rafael Iribarren (CRD# 4171908) is an Investment Advisor Representative working at Bigsur Wealth Management, LLC in Miami, FL and has over 17 years of experience in the finance industry.

2
Gerhard Herrera-Pahl
CRD#: 4448486
1450 Brickell Avenue, Suite 2750, Miami, FL 33131
93
Wealthminder
score

Gerhard Herrera-Pahl (CRD# 4448486) is an Investment Advisor Representative working at Bigsur Wealth Management, LLC in Miami, FL and has over 14 years of experience in the finance industry.

3
Ignacio G. Pakciarz
CRD#: 2814634
1395 Brickell Avenue, Suite 900, Miami, FL 33131
93
Wealthminder
score

Ignacio Pakciarz (CRD# 2814634) is an Investment Advisor Representative working at Bigsur Wealth Management, LLC in Miami, FL and has over 21 years of experience in the finance industry.

4
John R. Roesset
CRD#: 2416500
1441 Brickell Avenue, Suite 1410, Miami, FL 33131
93
Wealthminder
score

John Roesset (CRD# 2416500) is an Investment Advisor Representative working at Bigsur Wealth Management, LLC in Miami, FL and has over 24 years of experience in the finance industry.

5
Eduardo Barco Canal
CRD#: 1908713
1450 Brickell Avenue, Suite 2750, Miami, FL 33131
83
Wealthminder
score

Eduardo Barco Canal (CRD# 1908713) is an Investment Advisor Representative working at Bigsur Wealth Management, LLC in Miami, FL and has over 9 years of experience in the finance industry.

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