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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LE, ANDREW, KHOA | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LE, ANDREW, KHOA | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LE, ANDREW, KHOA | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LE, ANDREW, KHOA | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LE, ANDREW, KHOA | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LE, ANDREW, KHOA | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LE, ANDREW, KHOA | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHENZ, DAVID, EDWARD | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| SCHENZ, DAVID, EDWARD | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| SCHENZ, DAVID, EDWARD | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| SCHENZ, DAVID, EDWARD | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| SCHENZ, DAVID, EDWARD | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| Seuberling, Joshua | I | CHIEF OPERATING OFFICER | NA | Control |
| Seuberling, Joshua | I | CHIEF OPERATING OFFICER | NA | Control |
| Seuberling, Joshua | I | CHIEF OPERATING OFFICER | NA | Control |
| Seuberling, Joshua | I | CHIEF OPERATING OFFICER | NA | Control |
| Seuberling, Joshua | I | CHIEF OPERATING OFFICER | NA | Control |
| Seuberling, Joshua | I | CHIEF OPERATING OFFICER | NA | Control |
| Seuberling, Joshua | I | CHIEF OPERATING OFFICER | NA | Control |
| Schubert, Nicholas | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| Schubert, Nicholas | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| Schubert, Nicholas | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| Schubert, Nicholas | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| Schubert, Nicholas | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| Schubert, Nicholas | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| Schubert, Nicholas | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Nov 3, 2025 REGISTERED
Notice Filings (50)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV
Address
400 SUGAR CAMP CIRCLESUITE 301
OAKWOOD, OH 45409
United States
Phone: 937-369-9275