# InstruWealth

> Investment client portal for account performance monitoring. (iPhone/iPad app by Instrumental Wealth, LLC.)

- Source: https://appshunter.io/ios/app/instruwealth/id6477825796 (this page in markdown: same URL + `.md`)
- Developer: [Instrumental Wealth, LLC](https://appshunter.io/developer/1730725600)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: English
- Released: 2024-02-13
- Data updated: 2026-07-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/instruwealth/id6477825796/reviews.md

## What is InstruWealth?

Instrumental Wealth, LLC is an SEC registered investment adviser based in Tampa, FL. This application is for our existing clients to monitor their account performance and more.

## Key features

- Monitor account performance
- Access key account information
- Client portal
- Financial progress tracking


## Frequently asked questions about InstruWealth

### Is InstruWealth free to use?

Yes, InstruWealth is available for free. The app is provided by Instrumental Wealth, LLC for their existing clients to access account information.

### What devices does InstruWealth support?

InstruWealth is available on iPhone, iPad, and iPod. It is designed for iOS devices.

### How secure is InstruWealth for my financial data?

As an SEC registered investment adviser, Instrumental Wealth, LLC prioritizes the security of client data. The app is designed to provide secure access to your account performance.

### When was InstruWealth last updated?

InstruWealth was last updated on February 6, 2026. The latest version is 5.22.1.

### What is the age rating for InstruWealth?

InstruWealth has an age rating of 4+. This indicates it is suitable for a wide range of users.

### Can I view my transaction history in InstruWealth?

The app allows clients to monitor account performance and access key account information. Specific details on transaction history viewing may be available within the app's interface.

### Does InstruWealth offer investment advice?

InstruWealth is an application for existing clients to monitor their account performance. Instrumental Wealth, LLC is an SEC registered investment adviser, implying they offer investment advisory services.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.22.1 — 2026-02-06

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.4 — 2024-11-19

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-15

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-22.*