RIA Intel›Advisers›Maryland›INVESTREAM ADVISORY

INVESTREAM ADVISORY

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$33K

across 12 accounts

AUM per adviser

$398K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$398K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$398K

Discretionary AUM$0

Non-Discretionary AUM$398K

Discretionary %0%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

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

12 clients

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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SAMATVA WEALTH MANAGEMENT LLC

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