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INVESTX ASSET MANAGEMENT LLC

NEW YORK, NY · CRD 321985 · IAPD ↗ · investx.com · 212-390-9270

$206.8MRegulatory AUM
16Advisory reps
18Employees
0Clients
n/aPlanning clients
17Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
September 2026 — INVESTX ASSET MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered with $206.8M RAUM and 16 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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