$110.0M Total AUM
$110.0M Disc. AUM
-- 3Y CAGR
2 Employees
148 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-2013
- Office Locations
- 1
Office Locations
-- Highland UT
About Investable Wealth, LLC
Investable Wealth LLC is an independent, fee-only RIA providing concierge wealth management with active, tactical portfolio management. The firm uses trend-trading and market-timing disciplines, emphasizing quality equities and ETF implementation to adapt to changing market conditions and manage downside risk. Clients work directly with the founder/portfolio manager in a fiduciary, no-products model; custody is through Charles Schwab.
Team overview
59 AVG AGE
$55.0M AVG AUM / ADVISOR
$743.4K AVG AUM / CLIENT
8.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JOHN ANTHONY PUGLIANO
Chief Compliance Officer
- CRD
- #6158647
- Ownership
- 75% or more
Available
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J
Joseph Michael Pugliano
--
- CRD
- #7753583
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,029,875 | $252,942 |
| Non-Discretionary | $0 | -- |
| Total | $110,029,875 | $252,942 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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