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INVST, LLC

INDIANAPOLIS, IN · CRD 282863 · IAPD ↗ · lloydeasters.com · 317-202-1891

$1.57BRegulatory AUM
39Advisory reps
65Employees
500Clients
More than 500Planning clients
0Private funds
41States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
May 2026 — INVST, LLC changed its website from 401khack.org to lloydeasters.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
July 2025 — INVST, LLC changed its website from levinefinancial.net to 401khack.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
April 2025 — INVST, LLC changed its website from invst4life.com to levinefinancial.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2025 — INVST, LLC added office(s): 8 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — INVST, LLC reported RAUM up 33% ($1.35B -> $1.79B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — INVST, LLC notice-filed in AL, DE, NM, OK, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
82
April 2024 — INVST, LLC grew from 28 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — INVST, LLC crossed $1B in regulatory AUM ($961.1M -> $1.35B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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