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INVICTUS PRIVATE WEALTH, LLC

· CRD 317727 · IAPD ↗ · invictusprivatewealth.com · 720-734-2460

$1.71BRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — INVICTUS PRIVATE WEALTH, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — INVICTUS PRIVATE WEALTH, LLC reported RAUM up 26% ($1.35B -> $1.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
March 2025 — INVICTUS PRIVATE WEALTH, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — INVICTUS PRIVATE WEALTH, LLC reported RAUM up 26% ($1.07B -> $1.35B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — INVICTUS PRIVATE WEALTH, LLC notice-filed in AZ, CT, GA, IL, MA, NC, NJ, NM, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — INVICTUS PRIVATE WEALTH, LLC crossed $1B in regulatory AUM ($813.6M -> $1.07B).
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.