Invictus Private Wealth, LLC

Invictus Private Wealth provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts and business entities, and also offers retirement plan consulting for employer sponsors. The firm’s service menu in the brochure includes comprehensive portfolio management (covering stocks, bonds, ETFs, options and other public and private securities), standalone financial planning, and employer retirement‑plan consulting.

The brochure describes an individualized, discretionary approach to portfolio construction and ongoing monitoring that combines fundamental, technical, quantitative, sector and qualitative analysis, and that may incorporate asset allocation, alternatives, fixed‑income and derivatives strategies (including covered‑call and option positions). Reviews and rebalancing are conducted on a regular basis, and the firm cites use of third‑party research and proxy‑voting services (Broadridge/Glass Lewis) to support investment and proxy decisions.

What is distinctive in this filing is the firm’s scale relative to its advisory team: the brochure reports roughly $1.71 billion in regulatory AUM and a client base that results in a high AUM‑per‑advisor and a high clients‑per‑advisor ratio compared with typical team firms. The brochure also highlights operational relationships with custodians and broker‑dealers (Schwab, Purshe Kaplan Sterling) and describes the use of options and derivatives in managed accounts and reliance on external proxy/research providers—features the firm discloses as part of its conflict‑management and governance practices.