INVESTA ASSET MANAGEMENT LLC

INVESTA ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 157546). Regulatory assets under management: $500K.

Registration

• CRD: 157546
• Type: Registered investment adviser
• Phone: 512-800-8300
• Latest filing: 2026-02-24
• Regulatory AUM: $500K
• Discretionary AUM: $500K
• Clients: 2
• Accounts: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157546 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search