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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investable Wealth LLC
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|---|---|
| CRD # | 166721 |
| SEC # | 801-119754 |
| CIK # | |
| AUM | $79.0 M (2025-03-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 801-317-8222 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 22.0 |
| (b) Individuals (high net worth individuals) | 65 | 55.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 423 | 79.0 |
| By Discretionary | ||
| Discretionary | 423 | 79.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 423 | 79.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 79.0 | |
| Total | 423 | 79.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LK Financial Planning LLC
✚
|
NY | 0.1 |
|
CK Advisors LLC
✚
|
0.1 | |
|
Treger & Associates LLC
✚
|
VA | 0.1 |
|
Londinium Asset Management Ltd
✚
|
0.1 | |
|
RPM Capital Management LLC
✚
|
NY | 0.1 |
|
Seahorse Financial Advisers Inc
✚
|
NY | 0.1 |
|
Bayridge Financial Group Inc
✚
|
NY | 0.1 |
|
Yearwood Young Advisors LLC
✚
|
NY | 0.1 |
|
Queenbridge Capital LLC
✚
|
NY | 0.1 |
|
Haas Financial Inc
✚
|
FL | 0.1 |