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CORTEZ WEALTH ADVISORS LLC

CRD 285131

3935 TAMPA RD, STE. 3, OLDSMAR, FL, 34677, United States

Phone

813-448-3446

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 248 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningSelection of other advisers

Official SEC filing: View on IAPD