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INVESTABLE WEALTH, LLC

CRD 166721 · SEC 801-119754

Visit website

AL, United States

Phone

801-317-8222

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$110.0M

Discretionary AUM

$110.0M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals61$17.6M
High net worth individuals82$91.4M
Corporations/business entities3$1.0M

States served

AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WY, MO, WA, TX, NH, FL, SD

All web addresses on file

Official SEC filing: View on IAPD