{"url":"https://nivawealth.com/firms/investable-wealth-166721","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/166721","regulatoryAum":110029875,"crd":"166721","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6158647","suffix":null,"lastName":"PUGLIANO","firstName":"JOHN","middleName":"ANTHONY"},{"crd":"7753583","suffix":null,"lastName":"Pugliano","firstName":"Joseph","middleName":"Michael"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-23","regulatoryAum":65027771,"clients":87,"employees":1,"offices":1},{"filedOn":"2022-03-28","regulatoryAum":67000321,"clients":106,"employees":1,"offices":1},{"filedOn":"2023-06-01","regulatoryAum":60313995,"clients":113,"employees":1,"offices":1},{"filedOn":"2024-02-16","regulatoryAum":71692943,"clients":119,"employees":2,"offices":1},{"filedOn":"2025-03-21","regulatoryAum":79027774,"clients":143,"employees":2,"offices":1},{"filedOn":"2026-03-03","regulatoryAum":110029875,"clients":146,"employees":2,"offices":1}],"secFileNumber":"801-119754","legalName":"Investable Wealth, LLC","displayName":"Investable Wealth","slug":"investable-wealth-166721","website":"https://investablewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"6 November 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":762141.8391608392,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":110029875,"discretionary":110029875,"discretionaryAccounts":435,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":61,"regulatoryAum":17554396},{"label":"High-net-worth individuals","clients":82,"regulatoryAum":91431887},{"label":"Corporations and other businesses","clients":3,"regulatoryAum":1043592}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:39:15.769962+00:00","documents":[{"name":"INVESTABLE WEALTH LLC ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013761","versionId":1013761,"submittedOn":"2026-03-03"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":110029875}],"custodyNote":"Investable Wealth does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"John Pugliano","title":"Chief Compliance Officer","crd":"6158647"},{"name":"John Pugliano","title":"Owner Managing Member","crd":"6158647"}],"ownership":[{"label":"John Pugliano","detail":"Chief compliance officer in the 75% or more ownership band and a control person, since January 2013. Also owner managing member in the 75% or more ownership band and a control person, since January 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"801-317-8222","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":95},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"3 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/166721/PDF/166721.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013761","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Investable Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Investable Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Investable Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Investable Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Investable Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Investable Wealth?","answer":"Investable Wealth’s direct owner is John Pugliano (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Investable Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Investable Wealth?","answer":"Its phone number is 801-317-8222. Its website is investablewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 3 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}