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AOT INVEST LLC

DAVENPORT, IA · CRD 319016 · IAPD ↗ · 563-320-1688

$102.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
March 2026 — AOT INVEST LLC reported RAUM up 86% ($49.1M -> $91.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
March 2025 — AOT INVEST LLC reported RAUM up 54% ($31.9M -> $49.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
February 2024 — AOT INVEST LLC reported RAUM up 61% ($19.8M -> $31.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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