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Malea A Hornback

Investment adviser representative at Bouvel Investment Partners, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$374.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Bouvel Investment Partners, LLCApr 2026 to now
  2. Wealth Planning CorporationJun 2019 to Feb 2026
  3. Northwestern Mutual Investment Services LLCJan 2019 to Mar 2019
  4. Wealth Planning CorporationAug 2014 to Dec 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (FL).

Bouvel Investment Partners, LLC

$374.4MAssets managed
206Clients
3Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2497140
Firm CRD
108436
Advisor's SEC record (opens in a new tab)
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