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INVEX ADVISORS LLC

CORAL GABLES, FL · CRD 164519 · IAPD ↗ · 786-425-1717

$759.3MRegulatory AUM
6Advisory reps
8Employees
84Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2024 — INVEX ADVISORS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — INVEX ADVISORS LLC crossed $500M in regulatory AUM ($460.5M -> $534.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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