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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Instrumental Wealth have?","answer":"Instrumental Wealth has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Instrumental Wealth invest in?","answer":"At the end of its last fiscal year, Instrumental Wealth’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 8% exchange-traded equities, 5% other, 3% state and local bonds, 2% investment grade corporate bonds and 1% non-exchange-traded equities. 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