Invictus Private Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 317727
- Registered since
- May 13, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.86%
- Individuals16.95%
- Pension & Profit Sharing Plans1.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Invictus Private Wealth, LLC is an independent registered investment adviser established in 2022 and organized as an LLC under individual ownership. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its fee arrangements include asset-based fees, as well as hourly and fixed-fee engagements. Invictus does not identify as an active ESG investor. The firm has been recognized by Forbes on its RIA lists in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- US Government Bonds1%
- Derivatives1%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Sydney Levy
Head of Business DevelopmentCRD 6793172
Jodi Burnett
Director of OperationsCRD 2827014
Michael Caplan
FounderCRD 5734939
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$1.5B in ETFs
100%
$1.5B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $290M | 422,331 | 18.91% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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