INNOVATIVE WEALTH MANAGEMENT

INNOVATIVE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 308965). Regulatory assets under management: $7.5M.

Registration

• CRD: 308965
• Type: Registered investment adviser
• Phone: 2036931172 EXT 700
• Latest filing: 2026-03-27
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 4
• Accounts: 79

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308965 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search