Invictus Private Wealth, LLC

RIASEC RegisteredEst. 2022

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$977K

Accounts

1,754

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 317727
Registered since: May 13, 2022
Website: www.invictusprivatewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.86%
Individuals16.95%
Pension & Profit Sharing Plans1.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Invictus Private Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, discretionary portfolio management for individuals and small businesses, investment management for institutions, and pension consulting. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. According to its filings, Invictus does not self-identify as a capital allocator or an active ESG investor. The firm has been recognized in Forbes’ lists of top RIA firms for both 2023 and 2024. Ownership is listed as individual, and the adviser is not identified as a multi-state adviser in its public filings.