Invictus Private Wealth, LLC

Invictus Private Wealth, LLC is a financial advisory firm established in 2022, based in Denver, Colorado. The firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, corporations, and other business types. As a fiduciary, the firm is committed to acting in the best interest of its clients. Services offered include Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. For Comprehensive Portfolio Management, the firm requires a minimum household account balance of $1,000,000. The maximum annual fee charged for this service is 1.50%, billed quarterly in advance. Financial Planning & Consulting services are charged on an hourly or flat fee basis, not exceeding $10,000. Retirement Plan Consulting services have a maximum annual fee of 0.50%. The firm's investment strategies include Alternative Investments, Asset Allocation, Fixed Income, Long-Term and Short-Term Purchases, Covered Calls, and more. Methods of analysis used include Charting, Cyclical Analysis, Fundamental Analysis, Qualitative Analysis, Quantitative Analysis, Sector Analysis, and Technical Analysis. Invictus Private Wealth, LLC does not charge performance-based fees, requires a minimum household account balance of $1,000,000 for Comprehensive Portfolio Management, and manages over $1.35 billion in Regulatory Assets Under Management as of December 31, 2024. The firm does not have any disciplinary information and does not receive soft dollars beyond what is allowed by law. Clients can direct brokerage outside the firm's recommendation, and the firm votes client proxies when authorized.