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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-05-2013
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 3, 2026, reported AUM increased 39.2%, from $79.0M to $110.0M.
Across 5 reported observations, AUM increased 64.2% between March 28, 2022 and March 3, 2026, from $67.0M to $110.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 148 clients, or 74 clients per representative. That equates to $743.4K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Investable Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN ANTHONY PUGLIANO
Chief Compliance Officer
- CRD
- #6158647
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joseph Michael Pugliano
--
- CRD
- #7753583
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Investable Wealth, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.