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Director of Investments & Portfolio Manager · KI Capital Wealth Management US LLC

Leonel A. Fuentes Perez

CRD 8245003 · Named on Form ADV at one SEC-registered adviser

At a glance

KI Capital Wealth Management US LLC, an SEC-registered asset manager based in Miami, FL with $146 million in regulatory assets, lists Leonel A. Fuentes Perez on its Form ADV as Director of Investments & Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Leonel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leonel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.