| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Khoa Le Control | Chief Investment Officer And Chief Compliance Officer | Under 5% | 2024 |
| David Edward Schenz Control | Chief Accounting Officer | Under 5% | 2024 |
| Joshua Seuberling Control | Chief Operating Officer | Under 5% | 2024 |
Investable Wealth Management, Inc. reports $91,500 in regulatory assets under management on its Form ADV.
Investable Wealth Management, Inc. reports 6 employees.
Investable Wealth Management, Inc. is based in Dayton, OH and has been SEC-registered since 2024.
Investable Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 245 Thruston Blvd. West, Dayton, OH 45419 |
| Phone | 937-369-9275 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $92K |
| Non-discretionary | $0 |
| Total (RAUM) | $92K |