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INVICTUS PRIVATE WEALTH, LLC
CRD 317727 · SEC 801-124987
AZ, United States
Phone
720-734-2460
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.71B
Discretionary AUM
$1.71B
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $290.3M |
| High net worth individuals | 271 | $1.40B |
| Pension/profit sharing plans | 24 | $20.5M |
States served
AZ, CA, CO, GA, IL, LA, MD, MI, NM, NY, NC, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD