Invictus Private Wealth, LLC
● SEC registered since 2022CRD 317727SEC# 801-124987
Reg. AUM
$1.71B
Employees
6
Accounts
1,754
Location
—
Invictus Private Wealth, LLC assets under management
Invictus Private Wealth, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2022. It reports $1.7 billion in regulatory assets under management and employs 6 people.
Invictus Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jodi Michelle Burnett Control | Chief Compliance Officer | Under 5% | 2023 |
| Michael Scott Caplan Control | Managing Member | Over 75% | 2022 |
Frequently asked questions
How much does Invictus Private Wealth, LLC manage?
Invictus Private Wealth, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Invictus Private Wealth, LLC have?
Invictus Private Wealth, LLC reports 6 employees.
Does Invictus Private Wealth, LLC disclose fund performance?
Invictus Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 720-734-2460 |
| Office hours | 7 a.m. - 4 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1939208 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.71B▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.71Bregulatory AUM
Discretionary $1.71BNon-discretionary $4.7M