{
  "crd_number": 166721,
  "slug": "investable-wealth-llc-166721",
  "primary_business_name": "INVESTABLE WEALTH, LLC",
  "legal_name": "INVESTABLE WEALTH, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-11-06",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 110029875.0,
  "raum_discretionary": 110029875.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 17554396.0,
      "count": 61
    },
    "high_net_worth_individuals": {
      "raum": 91431887.0,
      "count": 82
    },
    "corporations_other_businesses": {
      "raum": 1043592.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "NE",
    "NH",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WY"
  ],
  "websites": [
    "https://facebook.com/WEALTHSTEADING",
    "https://investablewealth.com",
    "https://wealthsteading.com",
    "https://youtube.com/@wealthsteadingTV"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166721",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/investable-wealth-llc-166721",
  "display_name": "Investable Wealth, LLC",
  "summary": "Investable Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Investable Wealth, LLC (CRD 166721): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Investable Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Investable Wealth, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Is Investable Wealth, LLC registered with the SEC or a state?",
      "a": "Investable Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 166721."
    },
    {
      "q": "How much does Investable Wealth, LLC manage?",
      "a": "Investable Wealth, LLC reports $110,029,875 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Investable Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Investable Wealth, LLC: Regulatory assets under management: $65,027,771 in the October 2021 data and $110,029,875 in the October 2026 data, up 69%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Investable Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (82); individuals (other than high net worth individuals) (61); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Which custodians does Investable Wealth, LLC use?",
      "a": "Investable Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Investable Wealth, LLC report any disciplinary disclosures?",
      "a": "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/166721"
    },
    {
      "q": "Does Investable Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 says: \"A minimum account balance is not required; however, Clients should be committed to a long-term investment horizon.\""
    },
    {
      "q": "What changed in Investable Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $79,027,774 to $110,029,875 (+39%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 65027771.0,
      "total_employees": 1,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 67000321.0,
      "total_employees": 1,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 60313995.0,
      "total_employees": 1,
      "filing_date": "2023-06-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 71692943.0,
      "total_employees": 2,
      "filing_date": "2024-02-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 79027774.0,
      "total_employees": 2,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 110029875.0,
      "total_employees": 2,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $79,027,774 to $110,029,875 (+39%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "A minimum account balance is not required; however, Clients should be committed to a long-term investment horizon."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "A minimum account balance is not required; however, Clients should be committed to a long-term investment horizon."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/investable-wealth-llc-166721.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 61,
      "fewer_than_5": false,
      "raum": 17554396.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 91431887.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1043592.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166721",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}