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INVST, LLC

CRD 282863 · SEC 801-107265

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3625 E 96TH ST, INDIANAPOLIS, IN, 46240, United States

Phone

317-202-1891

Fax

813-489-2575

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.57B

Discretionary AUM

$1.26B

Team

65 total employees; 39 advisory reps; 500 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS

Org form

Limited Liability Company

Filing date

2026-04-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals1873$405.1M
High net worth individuals320$851.8M
Pension/profit sharing plans108$308.2M

States served

AL, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD