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INVESTABLE
Legal name: INVESTABLE WEALTH MANAGEMENT, INC.
CRD 333290File 801-131507
APPROVED
Retail clients
Filing as of May 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$490K
Bottom 25% of cohort (national)
Discretionary AUM
$490K
Clients
80
80 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 22, 2024
- Principal office
- Not reported
- Phone
- 937-369-9275
- Website
- https://www.myinvestable.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $490K
- Discretionary AUM
- $490K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 80
- Non-discretionary accounts
- 0
- Total accounts
- 80
- AUM per client
- $6K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 80 | $490K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Clients | 81 | 80 | decreased by1 |
| Jun 1, 2026 | AUM | $362,300 | $490,100 | increased by$127,800 |
| Jun 1, 2026 | Accounts | 81 | 80 | decreased by1 |
| Mar 1, 2026 | Employees | 6 | 4 | decreased by2 |
| Mar 1, 2026 | Clients | 90 | 81 | decreased by9 |
| Mar 1, 2026 | AUM | $315,500 | $362,300 | increased by$46,800 |
| Mar 1, 2026 | Accounts | 90 | 81 | decreased by9 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 138 | 90 | decreased by48 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $19,200 | $315,500 | increased by$296,300 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 138 | 90 | decreased by48 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESTABLE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTABLE” may also match similarly-named firms). Confirm identity against each filing.
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.