INNOVATE WEALTH

Overview

Innovate Wealth is an independent RIA focused on serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm shows a clear equity tilt in how it builds client portfolios, leaning heavily on exchange-traded equities and ETFs for core exposure while supplementing with mutual funds and select alternative allocations. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees are all used depending on client needs — which supports both ongoing asset management relationships and standalone planning engagements. Investment activity centers on liquid, publicly traded instruments for most of the asset base, with targeted allocations to digital currency strategies as an alternative sleeve. The firm does not position itself as an ESG investor and appears to prioritize growth-oriented equity allocations and portfolio construction that can be delivered efficiently across a relatively small client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices