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IQVESTMENT, LLC

· CRD 157514 · IAPD ↗ · iqvestment.io · 877-486-4702

$22.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

90
September 2026 — IQVESTMENT, LLC filed an Item 4A succession naming MARSTONE LLC (CRD 164810) — one firm absorbed the other.
Firm filed an Item 4A succession naming another adviser: a merger or acquisition between the two (the filing does not say which way the money went). Integration projects follow.
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
46
April 2026 — IQVESTMENT, LLC notice-filed in LA, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — IQVESTMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
December 2025 — IQVESTMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — IQVESTMENT, LLC notice-filed in AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, MD, MI, MN, MS, NC, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
December 2024 — IQVESTMENT, LLC changed its website from iqvestment.com to iqvestment.io.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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