INNOVATIVE WEALTH MANAGEMENT, LLC

INNOVATIVE WEALTH MANAGEMENT, LLC of JESUP, IA is an SEC-registered investment adviser (CRD 298656). Regulatory assets under management: $99.1M.

Registration

• CRD: 298656
• Type: Registered investment adviser
• Location: 960 6TH STREET, JESUP, IA, 50648
• Phone: 319-449-6900
• Latest filing: 2026-02-03
• Regulatory AUM: $99.1M
• Discretionary AUM: $99.1M
• Clients: 2
• Accounts: 653

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298656 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search