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INVISTA ADVISORS

MONTGOMERY, AL · CRD 282899 · IAPD ↗ · (334) 387-0094

$443.5MRegulatory AUM
6Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — INVISTA ADVISORS crossed $500M in regulatory AUM ($462.4M -> $580.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
April 2024 — INVISTA ADVISORS reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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