Invested Advisors
Invested Advisors is an SEC-registered mass-market adviser in State College, PA with $268.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Invested Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311243, SEC 801-119770, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $268.3M (2026-05-13)
- Firm type
- Mass-Market Adviser
- Location
- State College, PA
- Employees
- 5
- Clients
- 283
- CRD
- 311243
- Ownership
- COOMBS, KRISTEN, ELIZABETH; Gretchen, Lauren, Gail
How much AUM does Invested Advisors have?
Invested Advisors reported $268.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Invested Advisors?
Disclosed owners and executives of Invested Advisors include COOMBS, KRISTEN, ELIZABETH, Gretchen, Lauren, Gail. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.