INNOVATOR WEALTH ADVISOR, LLC

INNOVATOR WEALTH ADVISOR, LLC of BEAVERTON, OR is an SEC-registered investment adviser (CRD 154130). Regulatory assets under management: $500K.

Registration

• CRD: 154130
• Type: Registered investment adviser
• Location: 4970 SW MAIN AVE, BEAVERTON, OR, 97005
• Phone: 503-998-4545
• Latest filing: 2026-01-20
• Regulatory AUM: $500K
• Discretionary AUM: $500K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154130 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search