AUMdb
IW

Incred Wealth Inc.

State-registered Investment Adviser CRD 336840 · New York, NY
☆ Save with Pro ADV data as of Jul 22, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
4

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Jonathan Scott Hurd Registered representative Dec 2025 (1y)
Arunava Aloke Das Registered representative Jun 2026 (0y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/30/2026 1.01 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Other fees
  • CONSULTING FEES

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.

View current Form ADV (SEC/IAPD) ↗