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INVESCO MANAGED ACCOUNTS, LLC

SEATTLE, WA · CRD 154461 · IAPD ↗ · snwam.com · 1-866-769-2773

$31.28BRegulatory AUM
29Advisory reps
68Employees
0Clients
0Planning clients
0Private funds
53States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — INVESCO MANAGED ACCOUNTS, LLC reported RAUM up 27% ($24.61B -> $31.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — INVESCO MANAGED ACCOUNTS, LLC reported RAUM up 40% ($17.54B -> $24.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
December 2024 — INVESCO MANAGED ACCOUNTS, LLC's Item 11 disclosure-reporting entries rose by 3 (3 -> 6).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
November 2024 — INVESCO MANAGED ACCOUNTS, LLC's Item 11 disclosure-reporting entries rose by 2 (1 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — INVESCO MANAGED ACCOUNTS, LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — INVESCO MANAGED ACCOUNTS, LLC reported RAUM up 54% ($11.39B -> $17.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — INVESCO MANAGED ACCOUNTS, LLC grew from 14 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.