JL
JL

Javier Alberto Loreto

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
15 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$35.7M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3785 NW 82nd Avenue, Unit 304, Doral, FL, 33166

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Javier is a managing member of Sankus Wealth Solutions, a holding company that doesn't engage in active business, dedicating minimal time. Javier is also a licensed insurance agent with Sankus Life Solutions LLC and an indirect owner of Sankus Wealth Management LLC, spending minimal time on general ownership duties.

Employment History
Current Registrations
Divergent Capital Asset Management LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Sancus Wealth Management LLC
June 2021 - March 2025 · 3 yrs 9 mos
Harbor Ithaka
May 2015 - July 2021 · 6 yrs 2 mos
New Market Analytics Wm
January 2015 - February 2015 · 1 mo
Bolton Global Asset Management
January 2012 - October 2014 · 2 yrs 9 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Javier Alberto Loreto - Financial Advisor | TrueAdvisor