# Invested Interests, LLC

> Invested Interests, LLC is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 134836
- Filed as: INVESTED INTERESTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134836
- AdvisorCensus page: https://advisorcensus.com/firm/invested-interests-llc-134836

## Quick answers

**How is Invested Interests, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Invested Interests, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Invested Interests, LLC registered with the SEC or a state?**
Invested Interests, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 134836.

**How much does Invested Interests, LLC manage?**
Invested Interests, LLC reports $7,900,000 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Invested Interests, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53).

**Does Invested Interests, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/134836

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,900,000
- Discretionary: $7,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $7,900,000 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [investedinterests.com](https://investedinterests.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invested Interests, LLC (CRD 134836): Form ADV filing data as of October 2026.