← Back to searchVisit website
INNEALTA CAPITAL
INNEALTA CAPITAL, LLC
CRD 292158 · SEC 801-112421
CO, United States
Phone
(737) 808-4640
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.4M
Discretionary AUM
$222.4M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $12.8M |
| High net worth individuals | 17 | $9.2M |
| Investment companies | 3 | $184.5M |
| Corporations/business entities | 24 | $15.9M |
States served
CO, MN, TX
All web addresses on file
Official SEC filing: View on IAPD