INNOVATIVE WEALTH ADVISORS LLC

Overview

Innovative Wealth Advisors LLC is structured as a limited liability company controlled by an individual owner. The firm operates primarily as a capital allocator and in a selection-of-other-advisers role, meaning its core activity is sourcing, vetting and allocating capital to third-party managers rather than running large in-house proprietary strategies. Its classification is unclassified and it reports a fee structure described as "Other," which suggests it may use non-standard fee arrangements or negotiated fees rather than a simple AUM percentage. Investment preferences indicated by the firm point to use of pooled vehicles and external managers as building blocks. The firm is not identified as an active ESG investor and is not set up as a multi-state adviser in the filing details provided. Its business activity centers on advisor selection and manager relationships, and it lists an industry affiliation with accounting professionals, which often aligns with a client base that values tax-aware planning and externally managed investments.

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Investments & Alternatives

Location & Offices