← Tributary

OLA INVIERTE, LLC

· CRD 318691 · IAPD ↗ · +15164698871

$804,000Regulatory AUM
1Advisory reps
1Employees
54Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2024 — OLA INVIERTE, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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