Innerworks Wealth Management

Overview

Innerworks Wealth Management is a privately held limited liability company run by an individual owner that offers advice to individuals and small businesses. Its stated advisory services include financial planning, discretionary portfolio management for individuals and small-business clients, and selection of third‑party advisers. The firm charges either a percentage of assets under management or fixed fees and is identified as an active ESG investor. FINTRX flags Innerworks as a capital allocator and lists an industry affiliation as a real estate broker, suggesting potential access to property-level deal flow or specialized real estate sourcing, though the firm’s public profile does not specify how that affiliation is deployed.

Assets & Accounts

Investments & Alternatives

Location & Offices