INVARIANT INVESTMENT MANAGEMENT
SEC RegisteredAt Invariant, we redefine wealth management with a singular focus: your success.
About the firm
Invariant is an independent fiduciary firm that chooses to custody with LPL Financial and SEI, offering curated investment and planning solutions. The firm takes a collaborative approach, providing clients with access to the expertise of all partners, advisors, and support staff. It delivers integrated, long-term plans tailored to clients' unique goals, values, and aspirations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Strategic planning, investments, family legacy planning, purposeful wealth management, debt management, major purchase planning, family planning, retirement goals, financial education, liquidity strategies, financing opportunities, succession planning, business networking, tax planning, wealth preservation, estate planning, family governance, legacy planning, and philanthropy.
Who they serve
Working professionals, founders and entrepreneurs, and multigenerational families with substantial wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 268 | $74M |
| High Net Worth Individuals | 45 | $97M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INVARIANT INVESTMENT MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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