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INNEALTA CAPITAL

· CRD 292158 · IAPD ↗ · innealtafunds.com · (737) 808-4640

$222.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — INNEALTA CAPITAL notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — INNEALTA CAPITAL shrank from 9 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — INNEALTA CAPITAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
January 2025 — INNEALTA CAPITAL now reports custody of client assets ($11.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
April 2024 — INNEALTA CAPITAL shrank from 14 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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