| Name | Title | Ownership | Since |
|---|---|---|---|
| Jodi Michelle Burnett Control | Chief Compliance Officer | Under 5% | 2023 |
| Michael Scott Caplan Control | Managing Member | Over 75% | 2022 |
Invictus Private Wealth, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Invictus Private Wealth, LLC reports 4 employees.
Invictus Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 720-734-2460 |
| Office hours | 7 a.m. - 4 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1939208 |
| Discloses disciplinary history | No |
| Discretionary | $1.35B |
| Non-discretionary | $6.4M |
| Total (RAUM) | $1.35B |