Unclaimed Profile

Andrew Khoa Le

INVESTABLE WEALTH MANAGEMENT, INC.·DAYTON, Ohio

Series 65Clean record17 years registeredINVESTABLE WEALTH MANAGEMENT, INC.

245 THRUSTON BLVD. WEST, DAYTON, OH 45419CRD# 5642668Firm CRD# 333290

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Khoa Le · DAYTON, OH

Registration

CRD #5642668 · INVESTABLE WEALTH MANAGEMENT, INC. · 17 years registered

Brand Profile

Not yet started

Career History

INVESTABLE

Apr 2025 – present

GENEVA ADVISORS, LLC

Jan 2014 – Sep 2017

CHICAGO, IL

WHV INVESTMENTS, INC.

Jul 2009 – Jul 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 3, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTABLE WEALTH MANAGEMENT, INC.

CRD 333290 · SEC 801-131507

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by INVESTABLE WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INVESTABLE WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew Khoa Le offer?

Andrew Khoa Le specializes in Investment Management. Contact their office in DAYTON, Ohio for a consultation.

What are Andrew Khoa Le's credentials?

Andrew Khoa Le is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Khoa Le located?

Andrew Khoa Le is based in DAYTON, Ohio, working with INVESTABLE WEALTH MANAGEMENT, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.

How does Andrew Khoa Le charge for services?

Andrew Khoa Le's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTABLE WEALTH MANAGEMENT, INC.?

INVESTABLE WEALTH MANAGEMENT, INC. has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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