This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.72 fund_share=0.0 institutional_share=0.28 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$250MItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$180M

Private client RAUM

$180MderivedItem 5.D individuals plus high net worth individuals

Private client share

72%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$62.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

450

Individual clients

350

SEC number

801-130627

CRD

130408

Filings on the tape

12

First filed

Jun 6, 2024

Latest filed

Sep 16, 2026

Organised

Corporation, VA

Website

investologyinc.net

• Occurred

  Jun 6, 2024
  First Form ADV filing

  Investology Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:270494bf-2dfa-bebd-9d72-471d52ae82d4

First observed

Jun 6, 2024

Last observed

Sep 16, 2026 4 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.