Dipen K. Mehta

INVST

Indianapolis, IN 46240

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CRD#: 2993669

Professional summary

Dipen Kishore Mehta, AIF®, CIMA® is a registered financial advisor currently at INVST, LLC located in Indianapolis, Indiana.

Dipen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Dipen has worked at 5 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Related LLC, not Investment related. 5 hours per week. Super Amplify LLC not investment related, 15 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dipen Kishore Mehta's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 16, 2021 - Present

INVST, LLC

Office #1: 3625 E 96th St, Indianapolis, IN 46240

RIA

CRD#: 282863

Indianapolis, IN

Past

January 3, 2019 - May 3, 2021

PROSPERITY CAPITAL ADVISORS

RIA

CRD#: 156480

Westlake, OH

Past

April 6, 2017 - September 21, 2021

PROTECTIO INVESTMENTS

RIA

CRD#: 288018

LAKE ELMO, MN

Past

October 3, 2016 - March 2, 2017

GRANDVIEW DELIGHT, LLC

RIA

CRD#: 284807

ST. PAUL, MN

Past

July 29, 2016 - October 3, 2016

BGM WEALTH MANAGEMENT

RIA

CRD#: 110483

ST. PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(7/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/29/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/22/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 3/29/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/15/2011

General Securities Representative Examination

Current Firm

INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

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Contact information

Main Address

3625 E 96th St, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 202-1891

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR LEVINE FINANCIAL GROUP (6/11/2025)

ADV PART 2A BROCHURE INVST LLC (6/11/2025)

ADV PART 2A FOR TOMORO (6/11/2025)

Regulatory assets under management

Total Number of Accounts	6,777
AUM (Assets Under Management)	$ 1,786,624,623

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Dipen K. Mehta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dipen Kishore Mehta's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERITY CAPITAL ADVISORS

PROTECTIO INVESTMENTS

GRANDVIEW DELIGHT, LLC

BGM WEALTH MANAGEMENT

Primary Firm SEC Registration

INVST, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/29/2016

Series 63

Date: 9/22/2011

Series 3

Date: 3/29/2011

Series 7

Date: 3/15/2011

Current Firm

INVST, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVST, LLC

TRUST BUT VERIFY

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