As a Registered Investment Advisor, BigSur Wealth Management LLC files two documents with the SEC:

Form ADV, Part 1: This form includes useful information about the company, such as address, phone number, number of employees, types of clients, assets under management, ownership information, and key executives.


Click here to access the SEC website and view the entire document. You can search our information by typing in “BigSur” under the “Firm Name” field, or by CRD# 146511. 


Form ADV, Part 2: BigSur Wealth Management LLC maintains and delivers to clients and prospective clients, a narrative document that includes additional information about the company, its employees, and its business practices (including any related party agreements).  If you are interested in receiving the form ADV Part 2, you can request it by sending an email to: info@bigsurpartners.com


  1. This website may include opinions and forward-looking statements.  All statements other than statements of historical fact are opinions and/or forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”).  Although we believe that the beliefs and expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such beliefs and expectations will prove to be correct.  Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.
  2. Historical performance is not indicative of any specific investment or future results.  Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.
  3. Investment in securities involves the risk of loss of interest and/or initial investment capital.
  4. Nothing on this website is intended to be or should be construed as individualized investment advice.  All content is of a general nature.
  5. Any links to outside content are listed for informational purposes only and have not been verified for accuracy by the Adviser.  Adviser does not endorse the statements, services or performance of any third-party author or vendor cited.
  6. Unless stated otherwise, any mention of specific securities or investments is for hypothetical and illustrative purposes only.  Adviser’s clients may or may not hold the securities discussed in their portfolios.  Adviser makes no representations that any of the securities discussed have been or will be profitable.