{"url":"https://nivawealth.com/firms/investology-130408","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/130408","regulatoryAum":250000000,"crd":"130408","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4681273","suffix":null,"lastName":"ALIAN","firstName":"AMR","middleName":"MOHAMMED ANWAR"},{"crd":"6638876","suffix":null,"lastName":"BARAKAT","firstName":"OMAR","middleName":"HAZEM"},{"crd":"4177828","suffix":null,"lastName":"ESTAITEYEH","firstName":"AMEEN","middleName":"MOHAMMAD"},{"crd":"4767866","suffix":null,"lastName":"SELIM","firstName":"EHAB","middleName":"ALY"}],"total":4,"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":"2025-03-03","regulatoryAum":200000000,"clients":425,"employees":5,"offices":1},{"filedOn":"2026-09-16","regulatoryAum":250000000,"clients":450,"employees":5,"offices":2}],"secFileNumber":"801-130627","legalName":"Investology Inc.","displayName":"Investology","slug":"investology-130408","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Virginia corporation","fiscalYearEnd":"December","headquarters":{"street":"1939 Roland Clarke Place, Suite 350","city":"Reston","state":"VA","stateName":"Virginia","country":"United States","postalCode":"20191"},"tradeNames":[],"registration":{"secApproved":"30 August 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":514285.71428571426,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":250000000,"discretionary":180000000,"discretionaryAccounts":350,"nonDiscretionary":70000000,"nonDiscretionaryAccounts":100,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":350,"regulatoryAum":180000000},{"label":"Pension and profit-sharing plans","clients":100,"regulatoryAum":70000000}],"feePrograms":[{"role":"main","program":"Asset-Based Fees for Portfolio Management","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.65,"from":0},{"to":1000000,"pct":1.45,"from":500000},{"to":null,"pct":1.25,"from":1000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039701","versionId":1039701,"ratePeriod":"not_stated","fee_billing":"advance","submittedOn":"2026-04-01","documentName":"INVESTOLOGY WEALTH MANAGEMENT","fee_rate_low":1.25,"fee_rate_high":1.65,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:58:37.062393+00:00","documents":[{"name":"INVESTOLOGY WEALTH MANAGEMENT","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039701","versionId":1039701,"submittedOn":"2026-04-01"}]},"custodians":[],"custodyNote":"Investology does not have custody of client assets.","leadership":[{"name":"Ameen Estaiteyeh","title":"CEO/CCO","crd":"4177828"},{"name":"Amr Alian","title":"Investment Advisor","crd":"4681273"}],"ownership":[{"label":"Ameen Estaiteyeh","detail":"Ceo/cco in the 75% or more ownership band and a control person, since May 2003."},{"label":"Amr Alian","detail":"Investment advisor in the 10% to 25% ownership band and a control person, since March 2011."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"999 Brickell Ave","city":"Miami"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"1939 Roland Clarke Place, Suite 350","city":"Reston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-429-1975","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"16 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/130408/PDF/130408.pdf","brochureDate":"1 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039701","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 Investology have?","answer":"Investology has 450 clients and manages $250 million for them, as of September 2026. They include 350 individuals and 100 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Investology offer?","answer":"Investology provides financial planning and 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":"How much does Investology charge?","answer":"Investology charges 1.25%–1.65% for its Asset-Based Fees for Portfolio Management. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"INVESTOLOGY WEALTH MANAGEMENT, filed 1 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Investology have?","answer":"Investology has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 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 Investology invest in?","answer":"At the end of its last fiscal year, Investology’s separately managed accounts held 100% exchange-traded equities.","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 Investology?","answer":"Investology’s direct owners are Ameen Estaiteyeh (75% or more) and Amr Alian (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Investology get paid?","answer":"Investology 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":"Is Investology registered with the SEC?","answer":"Yes, Investology has been registered with the SEC as an investment adviser since 30 August 2024. Its CRD number is 130408 and its SEC file number is 801-130627.","source":"Form ADV Part 1A, Item 1, filed 16 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Investology?","answer":"Investology’s main office is at 1939 Roland Clarke Place, Suite 350, Reston, VA 20191. Its phone number is 703-429-1975.","source":"Form ADV Part 1A, Item 1.F, filed 16 September 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."}