INVESCO MANAGED ACCOUNTS, LLC

CRD

154461

SEC file #

801-61716

EIN

832064784

DBA names

—

Economics

AUM

$31.28B

AUM band

$1B+

AUM trajectory

'20 · $5.13B

'21 · $5.13B

'22 · $6.25B

'23 · $7.28B

'25 · $24.61B

'26 · $31.28B

'20'26

$5.13B → $31.28B▲ +510%

sec adv history

Client mix

Other	15,639
Corporations	1,133
Charitable Organizations	366
Pension Profit Sharing Plans	122
Other Investment Advisers	112

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 9 advisors

'21 · 13 advisors

'22 · 13 advisors

'23 · 13 advisors

'25 · 30 advisors

'26 · 29 advisors

'20'26

9 advisors → 29 advisors▲ +222%

sec adv history

Primary office

SEATTLE WA

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

snwam.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SNW ASSET MANAGEMENT

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SNW ASSET MANAGEMENT

BENZEL, TIM, MICHAEL

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SNWAM.COM

Rdap Domain Creation Date

2009-10-29T19:23:02Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

20,769

Form 5500 Compensation Trajectory 3y

2026

20,769

Form 5500 Plan Count Trajectory 3y

2026

Schedule C Total Compensation

20,769

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001832274

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-01-21

Edgar Last Filing Date

2026-05-11

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-11

Accession0001398344-26-008901

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Lpl Financial	7
Morgan Stanley	6
Fidelity	5
Pershing	5
E*trade	4

adv brochure

Edgar Addresses

Mailing

945 E PACES FERRY ROAD NESUITE 2660ATLANTA, GA 30326

Business

945 E PACES FERRY ROAD NESUITE 2660ATLANTA, GA 30326

Edgar EIN

832064784

Edgar Recent Filings

13F-HR2026-05-11 · 0001398344-26-008901

13F-HR2026-01-23 · 0001398344-26-001120

Fee Schedule

Bracket Iv	50
Bracket Iii	24
Bracket Vi	19
Bracket I	5
Bracket Xi	2

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-29T19:23:02Z

Rdap Domain Last Changed

2026-05-14T02:30:58Z

Rdap Nameservers

Ns-1275.awsdns-31.orgNs-1776.awsdns-30.co.ukNs-250.awsdns-31.comNs-806.awsdns-36.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

Yes