Investable Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$108,986,283
Clients
143
57% high-net worth
Advisors
2
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
72
HighAverage account size
$762,142
About
Investable Wealth, LLC provides concierge, discretionary portfolio management to individuals, trusts, estates and small businesses and typically begins client relationships with a complimentary consultation to review objectives and custodial choices. The firm operates solely with discretionary accounts and does not offer wrap programs or non-discretionary portfolio management.
The investment approach is growth-oriented and active, relying primarily on publicly traded equities and ETFs supplemented by option contracts, fixed income and cash equivalents, with portfolio construction guided by fundamental, technical and near-term trend/event analysis. Trading frequency and asset allocation are adjusted based on market conditions, and cash-equivalent instruments are used to preserve capital between trades or as part of risk-mitigation.
Distinctive features include managing in excess of $100 million with a small advisory team (two advisors) and a practice of requiring clients to use preferred broker/custodians for its concierge discretionary services, which can affect custodian choice for prospective clients. The firm also permits and encourages congruent personal trading by its access persons and discloses minor ancillary revenue from non-advisory activities (writing, podcasts, retail sales) while stating it does not accept commissions for financial product sales.
Client services
Expertise
Fee options
1% annually
Main office location
Investable Wealth, LLC
Highland UT, United States
Number of offices
1
Most active in
Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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