RIA Intel›Advisers›Texas›INVESTA ASSET MANAGEMENT LLC

INVESTA ASSET MANAGEMENT LLC

Advisory

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in TX

#2,723

of 2,813 advisers by AUM

Average account

$167K

across 3 accounts

AUM per adviser

$250K

2 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$500K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$500K

Discretionary AUM$500K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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