Invictus Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 2, 2026, reports $1.7B in regulatory assets under management, 6 employees, and 1,754 accounts.
Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
271
2
Individuals
39.2%
190
3
Pension Plans
4.9%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 2, 2026
Discretionary99.7%
$1.7B
100% of total RAUM99.7%
Non-discretionary0.3%
$5M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts1,754
10Y AUM Change+$1.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee81:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.