INVESTABLE WEALTH MANAGEMENT, INC.
Legal name: INVESTABLE
CRD #333290 SEC #801-131507 OAKWOOD, OH 937-369-9275
SEC Registered
Total AUM
$315.5K
Discretionary
$315.5K
Employees
6
Clients
--
Accounts
90
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $315.5K | $315.5K | $0 | 6 | 0 |
| Sep 2025 | $91.5K | $91.5K | $0 | 6 | 0 |
| Jul 2025 | $91.5K | $91.5K | $0 | 6 | 0 |
| Apr 2025 | $19.2K | $19.2K | $0 | 6 | 0 |
| Mar 2025 | $17.1K | $17.1K | $0 | 6 | 0 |
| Oct 2024 | $0 | $0 | $0 | 5 | 0 |
| Oct 2024 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$315.5K
Discretionary$315.5K
Non-Disc.$0
Employees6
Clients0
DateSep 2025
Total AUM$91.5K
Discretionary$91.5K
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$91.5K
Discretionary$91.5K
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$19.2K
Discretionary$19.2K
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$17.1K
Discretionary$17.1K
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0