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INVESTABLE WEALTH, LLC

· CRD 166721 · IAPD ↗ · 801-317-8222

$110.0MRegulatory AUM
2Advisory reps
2Employees
2Clients
n/aPlanning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — INVESTABLE WEALTH, LLC reported RAUM up 39% ($79.0M -> $110.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
April 2025 — INVESTABLE WEALTH, LLC notice-filed in MT, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — INVESTABLE WEALTH, LLC notice-filed in AR, AZ, CT, GA, IA, IL, IN, KY, MA, MN, MO, MS, NY, RI, SC, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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