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INVUS FINANCIAL ADVISORS, LLC

NEW YORK, NY · CRD 161603 · IAPD ↗ · 212-616-2555

$16.49BRegulatory AUM
43Advisory reps
70Employees
9Clients
n/aPlanning clients
26Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — INVUS FINANCIAL ADVISORS, LLC reported RAUM up 29% ($12.58B -> $16.21B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — INVUS FINANCIAL ADVISORS, LLC grew from 34 to 41 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
August 2024 — INVUS FINANCIAL ADVISORS, LLC reported RAUM up 277% ($2.95B -> $11.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
August 2024 — INVUS FINANCIAL ADVISORS, LLC grew from 9 to 34 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.