Investable Wealth, LLC

Overview

Investable Wealth, LLC is a small, fee-based advisory firm formed as an LLC and registered with the SEC in 2020. The firm serves both individual and family clients as well as select institutional relationships, focusing on portfolio management for individuals and small businesses. Its stated business model is a traditional percentage-of-assets-under-management advisory fee with discretionary authority over client accounts. Investment activity is concentrated in public equities, with a clear preference for exchange-traded instruments. The firm does not classify itself as an active ESG investor and is not set up as a multi-state adviser. Investment decisions appear driven by direct equity exposure and tax-efficient portfolio construction, implemented largely through separately managed accounts at a single custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices