INVESTUS FINANCIAL

INVESTUS FINANCIAL of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 140153). Regulatory assets under management: $72.6M.

Registration

• CRD: 140153
• SEC file number: 801-68986
• Type: Registered investment adviser
• Location: 23 CORPORATE PLAZA, SUITE 150, NEWPORT BEACH, CA, 92660
• Phone: 949-645-1403
• Latest filing: 2026-01-23
• Regulatory AUM: $72.6M
• Discretionary AUM: $72.6M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 140153 on SEC IAPD (source of record)
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