Iqvestment, LLC
Iqvestment, LLC is an SEC-registered mass-market adviser with $22.3M assets under management (AUM, regulatory AUM), +106% over one year. See who owns Iqvestment, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157514, SEC 801-79638, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $22.3M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 235
- CRD
- 157514
- Ownership
- MORTON FUSION LLC; FUSION ANALYTICS HOLDINGS LLC; HEALY, MARK, CHRISTOPHER; RAPTOR HOLDCO LLC; MORTON, DAVID, JAY
How much AUM does Iqvestment, LLC have?
Iqvestment, LLC reported $22.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Iqvestment, LLC?
Disclosed owners and executives of Iqvestment, LLC include MORTON FUSION LLC, FUSION ANALYTICS HOLDINGS LLC, HEALY, MARK, CHRISTOPHER, RAPTOR HOLDCO LLC, MORTON, DAVID, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.