# Juan Perez

> Juan Perez is a fee-only financial advisor at Alhambra Investment Management in Palmetto Bay, Florida. Alhambra Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/juan-perez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Alhambra Investment Management
- **Based in:** Palmetto Bay, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $320.2M across 533 accounts
- **CRD:** 5371140 (https://adviserinfo.sec.gov/individual/summary/5371140)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2007)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.alhambrapartners.com/

## Frequently asked questions

### Is Juan Perez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Juan holds no broker registration, and Alhambra Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Juan charge for financial advice?

Juan's firm, Alhambra Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Juan Perez based?

Juan Perez is based in Palmetto Bay, Florida.

### Is Juan Perez registered with the SEC?

Yes. Juan Perez is registered as an investment adviser representative in FL (CRD 5371140), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alhambra Investment Management manage?

Alhambra Investment Management reports $320.2M across 533 accounts in assets under management.

### How do I contact Juan Perez?

Through Juan's website, www.alhambrapartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5371140): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.