# OLA Invierte, LLC

> OLA Invierte, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 318691
- Filed as: OLA INVIERTE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318691
- AdvisorCensus page: https://advisorcensus.com/firm/ola-invierte-llc-318691

## Quick answers

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

**Is OLA Invierte, LLC registered with the SEC or a state?**
OLA Invierte, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318691.

**How much does OLA Invierte, LLC manage?**
OLA Invierte, LLC reports $804,000 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (0% discretionary).

**How have OLA Invierte, LLC's assets and staff changed since 2022?**
In the Form ADV data for OLA Invierte, LLC: Regulatory assets under management: $0 in the October 2022 data and $804,000 in the October 2026 data. Total employees: 4 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does OLA Invierte, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54).

**Does OLA Invierte, 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/318691

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $804,000
- Discretionary: $0
- Non-discretionary: $804,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $804,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- olainvierte.com
- Instagram @olainvierte
- X @olainvierte
- YouTube @UCXSqg5pkJNzk3XEUsqvKVeg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 4 | May 13, 2022 |
| October 2023 | Not reported | 1 | August 8, 2023 |
| October 2024 | $0 | 1 | May 14, 2024 |
| October 2025 | Not reported | 1 | May 8, 2025 |
| October 2026 | $804,000 | 1 | February 10, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $804,000 in the October 2026 data.
Total employees: 4 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OLA Invierte, LLC (CRD 318691): Form ADV filing data as of October 2026.