LP Profile

Attentive Investments

Also known as attentive

Wealth ManagerStockton, United StatesFounded 2004
$198M
Assets Under Management
Stockton
Headquarters
Investment Focus

About Attentive Investments

Whether you

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Attentive Investments from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$197.5M
Total Clients
1,079
Filing Date
February 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Public filings matched to Attentive Investments across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Attentive Investments?

Attentive Investments is a wealth manager based in Stockton, United States, managing approximately $198M in assets.

Where is Attentive Investments headquartered?

Attentive Investments is headquartered in Stockton, United States.

How much does Attentive Investments manage?

Attentive Investments manages approximately $198M in assets under management.

When was Attentive Investments founded?

Attentive Investments was founded in 2004.

How can I contact Attentive Investments?

Verified contact details, key decision-makers, and investment preferences for Attentive Investments are available on LPbacked. Create a free account to access them.