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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2006
- Office Locations
- 1
Office Locations
About Investus Financial
Investus Financial is a Newport Beach-based RIA. The firm has been operating for 20 years. Managing $72.6M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard.
Reported data analysis
What the numbers show
Of the latest reported AUM, 89.1% is discretionary and 10.9% is non-discretionary.
The firm reports 1 advisory representatives and 70 clients, or 70 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on January 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Investus Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HENK JEROOM PIETERS
Chief Compliance Officer, President
- CRD
- #5117173
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,599,855 | $292,354 |
| Non-Discretionary | $0 | $167,325 |
| Total | $72,599,855 | $270,402 |
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Separately Managed Accounts
SMA allocation detail is available
Investus Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.