# INNOVATIVE WEALTH MANAGEMENT, LLC

INNOVATIVE WEALTH MANAGEMENT, LLC of JESUP, IA is an SEC-registered investment adviser.

## Registration

- CRD: 298656
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298656/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298656/similar
- Related entities: https://search.stillhousedata.com/firm/298656/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298656

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.