# Investable Wealth, LLC

> 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.

- CRD: 166721
- Filed as: INVESTABLE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166721
- AdvisorCensus page: https://advisorcensus.com/firm/investable-wealth-llc-166721

## Quick answers

**How is Investable Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investable Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Investable Wealth, LLC registered with the SEC or a state?**
Investable Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 166721.

**How much does Investable Wealth, LLC manage?**
Investable Wealth, LLC reports $110,029,875 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Investable Wealth, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Investable Wealth, LLC serve?**
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).

**Which custodians does Investable Wealth, LLC use?**
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.

**Does Investable Wealth, LLC 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/166721

**Does Investable Wealth, LLC state an account minimum?**
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."

**What changed in Investable Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $79,027,774 to $110,029,875 (+39%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: None

> A minimum account balance is not required; however, Clients should be committed to a long-term investment horizon.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $110,029,875
- Discretionary: $110,029,875
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $17,554,396 |
| High net worth individuals | 82 | $91,431,887 |
| Corporations or other businesses not listed above | 3 | $1,043,592 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [investablewealth.com](https://investablewealth.com)
- [wealthsteading.com](https://wealthsteading.com)
- Facebook @WEALTHSTEADING
- YouTube @wealthsteadingTV

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $65,027,771 | 1 | March 23, 2021 |
| October 2022 | $67,000,321 | 1 | March 28, 2022 |
| October 2023 | $60,313,995 | 1 | June 1, 2023 |
| October 2024 | $71,692,943 | 2 | February 16, 2024 |
| October 2025 | $79,027,774 | 2 | March 21, 2025 |
| October 2026 | $110,029,875 | 2 | March 3, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $79,027,774 to $110,029,875 (+39%).

### January 2026
- No longer registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investable Wealth, LLC (CRD 166721): Form ADV filing data as of October 2026.