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INVICTUS PRIVATE WEALTH, LLC
CRD 317727File 801-124987
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.71B
Top 25% of cohort (national)
Discretionary AUM
$1.71B
Non-discretionary $4.7M
Clients
485
1,754 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 13, 2022
- Principal office
- Not reported
- Phone
- 720-734-2460
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.71B
- Discretionary AUM
- $1.71B
- Non-discretionary AUM
- $4.7M
- Discretionary accounts
- 1,721
- Non-discretionary accounts
- 33
- Total accounts
- 1,754
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 271 | $1.40B |
| Pension and profit sharing plans | 24 | $20.5M |
| Individuals (other than high net worth individuals) | 190 | $290.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.