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Cortez Wealth Management
Danielle Cortez, Authorized Member
Cortez Wealth Management is an independent investment advisory firm offering faith-based investing and custom financial solutions. The firm is located in Clearwater, Florida, and has 39 reviews on Birdeye. The website emphasizes personalized service and a faith-based approach to investing.
Filed January 1, 2026 · Spring Hill, FL · Pasco County
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See how it worksAbout Cortez Wealth Management
Cortez Wealth Management is a wealth management business (FLAL) registered on January 1, 2026 with the Florida Division of Corporations. The business is located in Spring Hill, Florida 34607. Pasco County is its county of record. The record lists Danielle Cortez as Authorized Member.
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Filing Details
Verified Business Profile
SubcategoryWealth Management
Contact Information
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Verified Website Profile
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Officers / Authorized Persons
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Frequently Asked Questions
When was Cortez Wealth Management registered?
Cortez Wealth Management was registered as FLAL on January 1, 2026 in Florida.
Where is Cortez Wealth Management located?
Cortez Wealth Management is based in Spring Hill, FL, 34607, in Pasco County.
What type of business is Cortez Wealth Management?
Cortez Wealth Management is classified as a wealth management business.
Is Cortez Wealth Management still active?
According to the Florida Division of Corporations, Cortez Wealth Management's current record status is "active".
Does Cortez Wealth Management have an EIN on file?
No EIN was found on file for Cortez Wealth Management at the time of registration.
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