John Pugliano is Chief Compliance Officer and Owner Managing Member of Investable Wealth, is a control person of the firm and directly owns 75% or more of it.
Investable Wealth, LLC is a firm with $110M under management, 146 clients and 2 advisers in one office, as of its March 2026 filing.
John Pugliano is the founder of Investable Wealth LLC. He has 40 years of investing experience and is an entrepreneur, author and inventor. He is the author of the book The Robots are Coming: A Human's Survival Guide to Profiting in the Age of Automation.
- Investable Wealth, LLCCurrent– present · 13 yearsHighland, UT · Adviser representative · Firm CRD 166721
Investment adviser representative registrations
John Pugliano is registered as an investment adviser representative in Utah, since March 2013.
- UtahSince 5 March 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 December 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John Anthony Pugliano
- CRD
- 6158647
- Firm
- Investable Wealth · CRD 166721
- Role
- Chief Compliance Officer; Owner Managing Member
- Office
- Highland, UT
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthsteading.com
Where does John Pugliano work?
John Pugliano is Chief Compliance Officer; Owner Managing Member of Investable Wealth, LLC, and is a control person of the firm.
Is John Pugliano a financial advisor?
Yes. John Pugliano has a current investment-adviser registration in Utah, through Investable Wealth since March 2013.
How many years of experience does John Pugliano have?
John Pugliano has 13 years in the financial industry, since March 2013, across 1 adviser firm.
What exams has John Pugliano passed?
John Pugliano passed the Series 65 in December 2012.
Where is John Pugliano based?
John Pugliano’s registered office is in Highland, UT.
Is John Pugliano registered with FINRA?
No. John Pugliano has no current broker registration.
How can I verify John Pugliano’s record?
Search CRD 6158647 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Pugliano’s full registration record.