Investable Wealth Management, Inc.
● SEC registered since 2024CRD 333290SEC# 801-131507
Reg. AUM
$490K
Employees
4
Accounts
80
Location
—
Investable Wealth Management, Inc. assets under management
Investable Wealth Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $490,100 in regulatory assets under management and employs 4 people.
Investable Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Khoa Le Control | Chief Investment Officer And Chief Compliance Officer | Under 5% | 2024 |
| David Edward Schenz Control | Chief Accounting Officer | Under 5% | 2024 |
| Nicholas Schubert Control | President And Chief Executive Officer | Over 75% | 2024 |
Frequently asked questions
How much does Investable Wealth Management, Inc. manage?
Investable Wealth Management, Inc. reports $490,100 in regulatory assets under management on its Form ADV.
How many employees does Investable Wealth Management, Inc. have?
Investable Wealth Management, Inc. reports 4 employees.
Does Investable Wealth Management, Inc. disclose fund performance?
Investable Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 937-369-9275 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$490K▲ 2766%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$490Kregulatory AUM
Discretionary $490K