A complete list of active advisors currently associated with Invictus Private Wealth, LLC

Warmer can help you find a great advisor at Invictus Private Wealth, LLC or one who fits your needs even better.

Invictus Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans and business entities. Its primary offerings include comprehensive portfolio management, standalone financial planning and ongoing retirement plan consulting. The firm describes a multi‑disciplinary investment approach that blends fundamental, technical, quantitative and sector analysis with asset-allocation, alternative investments and fixed‑income strategies, and includes options strategies such as covered calls. Portfolios for comprehensive management clients are continuously monitored and managed on a discretionary basis, and the brochure notes use of third‑party research and proxy‑voting resources (Broadridge/Glass Lewis) and custody and execution tools provided through Schwab. What distinguishes Invictus in the brochure is the scale of assets and client relationships relative to its advisory staff: the firm reports roughly $1.71 billion in regulatory AUM across about 461 client relationships, implying a high client-to-advisor and AUM-per-advisor workload compared with many peers. The brochure also discloses operational features that are less common for team firms — use of derivatives and option strategies within managed accounts, representatives’ dual registration with a broker-dealer (PKS), receipt of transition assistance from Schwab, and occasional travel reimbursements from product sponsors — all of which are identified as potential conflicts to be managed.

To learn more about the advisors currently working at Invictus Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.