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INVESTUS FINANCIAL

INVESTUS FINANCIAL PLANNING, INC.

CRD 140153 · SEC 801-68986

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23 CORPORATE PLAZA, SUITE 150, NEWPORT BEACH, CA, 92660, United States

Phone

949-645-1403

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$72.6M

Discretionary AUM

$72.6M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals47$23.7M
High net worth individuals23$48.9M

All web addresses on file

Official SEC filing: View on IAPD