# IQVESTMENT, LLC

IQVESTMENT, LLC of WOBURN, MA is an SEC-registered investment adviser.

## Registration

- CRD: 157514
- Type: SEC-registered investment adviser
- SEC file number: 801-79638
- Location: 12 GILL ST., SUITE 5450, WOBURN, MA, 01801
- Phone: 877-486-4702
- Latest filing: 2026-08-04
- Regulatory AUM: $22.3M
- Discretionary AUM: $22.3M
- Clients: 5
- Accounts: 237

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Justin Carter Dausch | CHIEF COMPLIANCE OFFICER | — |
| Ethan Teel Brown | DIRECTOR OF TRADING AND OPERATIONS | — |
| Susan Lyn Burke | DIRECTOR OF CLIENT SUCCESS | — |
| John Armistead Guthery | CHIEF INVESTMENT OFFICER | — |
| MARRONE MARK STEPHEN | CCO | — |
| CRAVER JAMES BERNARD | CHIEF LEGAL OFFICER \[NON-OWNER & NON-EMPLOYEE\]; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER; OUTSIDE CHIEF LEGAL OFFICER AND GENERAL COUNSEL | — |
| LANE KEVIN PATRICK | CHIEF COMPLIANCE OFFICER; DIRECTOR OF PRODUCT DEVELOPMENT; PRINCIPAL | — |
| ASHER DANIEL BRUCE | NON-MANAGING MEMBER | — |
| MORRISSEY BRIAN PAUL | OWNER | — |
| GETZ PETER LELAND | PRINCIPAL | — |
| CONTE SAMUEL JAMES | PRINCIPAL | — |
| BOGART ROBERT JAMES | CHIEF EXECUTIVE OFFICER | — |
| HEALY MARK CHRISTOPHER | ADVISORY PRINCIPAL; CHIEF EXECUTIVE OFFICER | — |
| MORTON DAVID JAY | DIRECTOR; DIRECTOR/CCO; DIRECTOR, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER (+4 more) | — |
| KAELIN TIM M | CCO; CHIEF OPERATING & FINANCIAL OFFICER \[NON-EMPLOYEE\]; CHIEF OPERATING & FINANCIAL OFFICER \[NON-OWNER & NON-EMPLOYEE\] (+1 more) | — |
| GUTHERY JOHN ARMISTEAD | CHIEF INVESTMENT OFFICER | — |
| BROWN ETHAN TEEL | DIRECTOR OF TRADING AND OPERATIONS | — |
| CAPOBIANCO MICHAEL JOHN | CCO; DIRECTOR/CCO | — |
| PEATMAN ROBERT DALE | CCO | — |
| KAELIN TIMOTHY MICHAEL | MEMBER, CHIEF OPERATING & FINANCIAL OFFICER \[NON-EMPLOYEE\]; MEMBER \[NON-EMPLOYEE\] | — |
| Dausch Justin Carter | CHIEF COMPLIANCE OFFICER | — |
| LUND EDWARD JAMES | OWNER | — |
| SONIAT ASHTON HAYWARD | PRINCIPAL | — |
| PALLOTTA JAMES JOSEPH | CHAIRMAN | — |
| Cott James Richard | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157514/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157514/similar
- Related entities: https://search.stillhousedata.com/firm/157514/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157514

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.