RIA Intel›Advisers›Florida›INVESTING FOREVER LLC

INVESTING FOREVER LLC

Advisory

FL

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in FL

#1,973

of 2,610 advisers by AUM

Average account

$223K

across 96 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

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

19 clients

10 high-net-worth

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

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Advisers of similar size in FL

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

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POLLEY WEALTH MANAGEMENT LLC

$21M

FORTUNA INVESTORS LLC

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LARRY ALLAN FINANCIAL PLANNING SERVICES LLC

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