INVESTABLE WEALTH, LLC
Adviser information for INVESTABLE WEALTH, LLC last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 367 | $71.7M |
| Non-Discretionary | 0 | $0 |
| Total | 367 | $71.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 54 | $19.4M |
| HNW Individuals | 65 | $51.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $975,836 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 6 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-119754 |
|---|---|
| SEC ERA File Number | 801-119754 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166721 |
| Legal Entity Identifier | None |
Principal Office
14644 S ALPINE VIEW DRHERRIMAN
UT
United States
Monday - Friday, 10:00AM-3:00PM
Tel: 801-317-8222, Fax: None
Chief Compliance Officer
JOHN ANTHONY PUGLIANO
MANAGING MEMBER
14644 S ALPINE VIEW DR
HERRIMAN
UT
United States
Tel:
801-317-8222
C*********@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PUGLIANO, JOHN, ANTHONY | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2013 | > 75% |
| PUGLIANO, JOHN, ANTHONY | Individual | – | OWNER MANAGING MEMBER | 01/2013 | > 75% |