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: firstname.lastname@example.org
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