# Investable

> Investable is an SEC-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 333290
- Filed as: INVESTABLE
- Legal name: Investable Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333290
- AdvisorCensus page: https://advisorcensus.com/firm/investable-333290

## Quick answers

**How is Investable compensated?**
On its Form ADV (Item 5.E, October 2026), Investable reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Investable registered with the SEC or a state?**
Investable is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333290.

**How much does Investable manage?**
Investable reports $490,100 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).

**How have Investable's assets and staff changed since 2025?**
In the Form ADV data for Investable: Regulatory assets under management: $91,500 in the October 2025 data and $490,100 in the October 2026 data, up 436%. Total employees: 6 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Investable serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80).

**Which custodians does Investable use?**
Investable's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alpaca Securities LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Investable report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333290

**What changed in Investable's recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $362,300 to $490,100 (+35%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Alpaca Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $490,100
- Discretionary: $490,100
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $490,100 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myinvestable.com
- Instagram @myinvestable
- LinkedIn @myinvestable
- TikTok @myinvestable
- X @myinvestable

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $91,500 | 6 | July 22, 2025 |
| October 2026 | $490,100 | 4 | May 1, 2026 |

Regulatory assets under management: $91,500 in the October 2025 data and $490,100 in the October 2026 data, up 436%.
Total employees: 6 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $362,300 to $490,100 (+35%).

### March 2026
- Regulatory assets under management went from $315,500 to $362,300 (+15%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $91,500 to $315,500 (+245%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investable (CRD 333290): Form ADV filing data as of October 2026.