Investable Wealth provides portfolio management for individuals and small businesses.
Investable Wealth reports 146 clients. They include 82 high-net-worth individuals, 61 individual clients, and 3 corporations and other businesses. Of its assets, 100.0% ($110M across 435 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 16% |
| High-net-worth individuals | 56% | 83% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 61 | $17.6M | 16.0% | $288K |
| High-net-worth individuals | 82 | $91.4M | 83.1% | $1.12M |
| Corporations and other businesses | 3 | $1.04M | 0.9% | $348K |
| Total | 146 | $110M | 100% | $754K |
- Clients
- 61
- Regulatory AUM
- $17.6M
- AUM share
- 16.0%
- Avg. per client
- $288K
- Clients
- 82
- Regulatory AUM
- $91.4M
- AUM share
- 83.1%
- Avg. per client
- $1.12M
- Clients
- 3
- Regulatory AUM
- $1.04M
- AUM share
- 0.9%
- Avg. per client
- $348K
Total
- Clients
- 146
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $754K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
Investable Wealth is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
John Pugliano owns 75% or more of Investable Wealth. The leadership team of Investable Wealth includes Chief Compliance Officer John Pugliano. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Investable Wealth, LLC
John Pugliano
Control person · since January 2013
Investable Wealth’s regulatory assets grew 1.7× from $65M (March 2021) to $110M (March 2026); clients rose from 87 to 146 and employees from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $110M | 146 | 2 | 1 |
| Mar 2025March 2025 | $79M | 143 | 2 | 1 |
| Feb 2024February 2024 | $71.7M | 119 | 2 | 1 |
| Jun 2023June 2023 | $60.3M | 113 | 1 | 1 |
| Mar 2022March 2022 | $67M | 106 | 1 | 1 |
| Mar 2021March 2021 | $65M | 87 | 1 | 1 |
Besides its headquarters, Investable Wealth has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Investable Wealth, LLC
- Headquarters
- Not reported
- Website
- investablewealth.com
- Phone
- 801-317-8222
- SEC file
- 801-119754
- Structure
- Utah LLC
- Fiscal year end
- December
Investable Wealth’s named custodian for separately managed accounts is Charles Schwab ($110M). Investable Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $110M100%
At year end, Investable Wealth’s separately managed accounts were mostly in stocks (95%).
What the accounts hold
- Stocks95%
- Cash5%
How many clients does Investable Wealth have?
Investable Wealth has 146 clients and manages $110 million for them, as of March 2026. They include 82 high-net-worth individuals, 61 individual clients, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Investable Wealth offer?
Investable Wealth provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Investable Wealth use?
Investable Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $110M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Investable Wealth have?
Investable Wealth has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Investable Wealth invest in?
At the end of its last fiscal year, Investable Wealth’s separately managed accounts held 95% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Investable Wealth?
Investable Wealth’s direct owner is John Pugliano (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Investable Wealth get paid?
Investable Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Investable Wealth?
Its phone number is 801-317-8222. Its website is investablewealth.com.