Falists
← Back to search

INVESTABLE

INVESTABLE WEALTH MANAGEMENT, INC.

CRD 333290 · SEC 801-131507

Visit website

VT, United States

Phone

937-369-9275

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$490K

Discretionary AUM

$490K

Team

4 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-01

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals80$490K

States served

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

All web addresses on file

Official SEC filing: View on IAPD