INVESTOR'S ADVANTAGE
· CRD 315773 · IAPD ↗ · 469-569-2145
$98.7MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
42
April 2026 — INVESTOR'S ADVANTAGE notice-filed in LA.
ComplianceMarketing & brand
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.