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INCEPTIV

CULVER CITY, CA · CRD 310133 · IAPD ↗ · 424-363-0200

$255.5MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2025 — INCEPTIV reported RAUM up 86% ($142.1M -> $264.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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