# INNOVATIVE WEALTH BUILDING LLC

INNOVATIVE WEALTH BUILDING LLC of CALIFORNIA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 314942
- Type: SEC-registered investment adviser
- SEC file number: 801-121542
- Location: 23567 OAK VIEW DRIVE, SUITE A, CALIFORNIA, MD, 20619
- Phone: 240-237-8086
- Latest filing: 2026-06-02
- Regulatory AUM: $657.2M
- Discretionary AUM: $650.0M
- Non-discretionary AUM: $7.2M
- Clients: 17
- Accounts: 4,646

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Terry Everett Parham | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | CALIFORNIA, MD |
| Jennifer Brooks Hill | MANAGING PARTNER | — |
| Warren P Brooks | PRESIDENT & CEO | — |
| Kennah G Parham | MANAGING PARTNER | — |
| Warren Paul Brooks | PRESIDENT & CEO | — |
| PARHAM TERRY EVERETT | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Brooks Warren Paul | PRESIDENT & CEO | — |
| Parham Kennah G | MANAGING PARTNER | — |
| Hill Jennifer Brooks | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314942/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314942/similar
- Related entities: https://search.stillhousedata.com/firm/314942/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314942

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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.