Overview
Assets Under Management: $110 million
High-Net-Worth Clients: 82
Average Client Assets: $1.1 million
Frequently Asked Questions
INVESTABLE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166721), INVESTABLE WEALTH, LLC is subject to fiduciary duty under federal law.
INVESTABLE WEALTH, LLC serves 82 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, INVESTABLE WEALTH, LLC offers portfolio management for individuals. View all service details ↓
INVESTABLE WEALTH, LLC manages $110 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, INVESTABLE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.10%
Average Client Assets: $1.1 million
Total Client Accounts: 435
Discretionary Accounts: 435
Regulatory Filings
CRD Number: 166721
Filing ID: 2063642
Last Filing Date: 2026-03-03 11:21:20