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Juan Muldoon-landa

Investment adviser representative at Energize Capital LLC
10 yearsExperience
1 stateRegistered in
$1.7BFirm assets
2 yearsFirm in business

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How the firm charges

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

Percentage of assetsPerformance-based

Services the firm offers

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

  • Portfolio management

Experience

10 years in the industry.

  1. Energize Capital LLCMar 2016 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009

State registrations

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

Energize Capital LLC

$1.7BAssets managed
26Clients
1Advisers
2 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
5694682
Firm CRD
289047
Advisor's SEC record (opens in a new tab)
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