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Fidelon

Bondwire is a investment adviser based in Weston, FL, that holds a 79.1/100 Fidelon TransparencyScore (th percentile), with 2 registered advisors. Score based on public SEC and FINRA filings.

79.1Transparency Score
Bottom45%

Bondwire

A fee-only investment adviser with a clean regulatory record and fiduciary commitment.

2645 Executive Park Drive, Suite 402, Weston, FL, 33331
(754)206-0011Website
Investment AdviserFiduciary
Prep Kit

Fidelon Fact Sheet

Bondwire is an investment adviser in Weston, Florida. It used to be called Caribbean & Latin American Securities, LLC. The firm has a clean record with no complaints or fines. It helps clients with financial planning and sends out investment newsletters. The firm charges asset-based fees and does not earn commissions. It also holds client money, which means it can access client funds.

79.1FairBottom 45% of scored firms
How they're paidNo advisory commissions. Other business lines not on file.
Asset-based fees
Duty to youLegally required to put your interests first.
Registered adviser · fiduciary
Assets under managementAcross 272 client accounts.
$48.9M
Firm size
2 advisors
Who holds your moneyThe firm or a related party can hold or access client funds.
Custody disclosed
Regulatory recordNo customer complaints, regulatory actions, or fines on file.
Clean — 0 disclosures
Based on live filings from SEC Form ADV and FINRA BrokerCheck. Scored using Fidelon's published methodology. Data as of Apr 2026

Peer Context

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Key Findings

Strengths

  • Fee-only compensation — no commission income reported
  • Registered as investment adviser with fiduciary obligation
  • No broker-dealer registration — advisory services only
  • Clean regulatory record — no disclosures, arbitrations, or fines
  • Transparent fee structure — charges advisory fees, no commissions

Things You Should Know

  • Fee disclosure could be more detailed — while this firm charges fee-only (no commissions), its regulatory filings describe fee schedules and service terms less clearly than top-scoring peers

Conflict Audit

Conflict AuditCaution

Our analysis identified 1 potential conflict of interest in regulatory filings.

✓
Not registered as broker-dealer
✓
No commission-based compensation
⚠
Receives compensation from sources other than client fees
✓
No related-party custodian
✓
No performance-based fees
✓
No other business lines disclosed

Source: Form ADV Part 1, Items 6-8; Part 2A, Items 10-14

Regulatory Events

Next Steps

This firm's score reflects some areas where disclosure could improve. Here's what that means for you.
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Advisor Roster

2 advisors

AdvisorScoreGrade
Matias Miguel Manzo——
Gustavo Antonio Rojas Green——

Meeting Prep Kit for Bondwire

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✓Fee structure breakdown
✓Conflict of interest analysis
✓Regulatory track record
✓Fiduciary status check
✓Personalized questions to ask
✓How they compare locally

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Frequently Asked Questions

What does the TransparencyScore measure?

The TransparencyScore measures how clearly and completely an advisor or firm discloses important information in their regulatory filings — things like fees, conflicts of interest, disciplinary history, and business practices. A higher score means better disclosure quality, not better investment performance.

Where does this data come from?

All data comes from public regulatory filings: SEC Form ADV (Parts 1, 2, and 3), FINRA BrokerCheck, and the SEC's Investment Adviser Public Disclosure (IAPD) database. These are official filings that firms and advisors are legally required to submit.

Does a low score mean they're a bad advisor?

Not necessarily. A low score means the firm's public filings are less transparent — they may use vague language about fees, skip details about conflicts, or have a more complex regulatory history. Some excellent advisors work at firms with poor disclosure practices. The score measures the filing, not the person.

How often is this data updated?

Fidelon refreshes data from SEC and FINRA sources on a regular schedule. Form ADV filings are updated annually by firms (with amendments throughout the year), and BrokerCheck data is updated as events are reported. Scores are recalculated after each data refresh.

Can an advisor or firm improve their score?

Yes. Scores are based on what's in public filings. A firm that rewrites its ADV brochure in clearer language, discloses conflicts more specifically, or resolves outstanding regulatory issues will see its score improve at the next refresh. The incentive structure is intentional.

Data Sources

SEC Form ADV Part 1 — Filed Mar 2026SEC Form ADV Part 2ASEC IAPDFINRA BrokerCheck

Scores are generated using Fidelon's published scoring methodology and reflect the quality of public disclosures, not the quality of investment advice. A firm that improves its disclosures will see its score improve. Fidelon does not provide investment advice.

Verify on SEC IAPD

Last scored: · Score version: 3.8 · CRD #148710