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| Invictus Private Wealth LLC
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| CRD # | 317727 |
| SEC # | 801-124987 |
| CIK # | 0001939208 |
| AUM | 1.7 B (2026-03-02) |
| Employees | 6 (33% Investors, 33% Brokers) |
| Phone | 720-734-2460 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001939208 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 52.5 | ||
| Apple Inc | 51.0 | ||
| Nvidia Corp | 46.8 | ||
| Alphabet Inc | 46.0 | ||
| Broadcom Inc | 42.8 | ||
| Microsoft Corp | 36.1 | ||
| Amazon Com Inc | 30.6 | ||
| Goldman Sachs Group Inc | 25.9 | ||
| J P Morgan Chase & Co | 15.7 | ||
| Wal Mart Stores Inc | 15.7 | ||
| Tesla Motors Inc | 5.2 | ||
| Alphabet Inc | 4.1 | ||
| Boeing Co | 3.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 290.3 |
| (b) Individuals (high net worth individuals) | 271 | 1,402.3 |
| (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 | 24 | 20.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,754 | 1,713.0 |
| By Discretionary | ||
| Discretionary | 1,721 | 1,708.4 |
| Non-Discretionary | 33 | 4.7 |
| Total | 1,754 | 1,713.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,713.0 | |
| Total | 1,754 | 1,713.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001939208] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RW Investment Management LLC
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|
ID | 1.7 B |
|
Catalyst Financial Partners LLC
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MA | 1.7 B |
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Argent Advisors Inc
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LA | 1.7 B |
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Clarkston Capital Partners LLC
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MI | 1.7 B |
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Quest Investment Management LLC
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OR | 1.7 B |
|
Oak Ridge Investments LLC
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|
IL | 1.7 B |
|
Stephens Group Asset Management LLC
✚
|
AR | 1.7 B |
|
Gilbert & Cook Inc
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|
IA | 1.7 B |
|
Raffa Wealth Management LLC
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|
1.7 B | |
|
Rothschild Wealth LLC
✚
|
IL | 1.7 B |