INNOVATIVE WEALTH BUILDING LLC
Firm details
- Headquarters
- CALIFORNIA, Maryland
- CRD number
- 314942
- Registered since
- June 21, 2021
- Website
- innovativewealthbuilding.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.59%
- Individuals42.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Innovative Wealth Building LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm is owned by an individual and focuses on serving individual and family clients, with advisory services centered on financial planning and portfolio management for individuals and small businesses. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The ADV indicates the firm is not an active ESG investor and lists an insurance company affiliation among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4TERRY PARHAM
Chief Financial OfficerCRD 5924439
Kennah Parham
CTOCRD 6561550
Jennifer Hill
Chief Marketing OfficerCRD 5753954
Contacts
3 of 5Lee Weinstein
Founder, Wealth Management AdvisorCRD 7851864
Carman Kubanda
Financial AdvisorCRD 7193096
Joseph Chavel
Investment Adviser RepresentativeCRD 7313651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CALIFORNIA, MD
SAINT MARYS
Location
CALIFORNIA, MD
Headquartered in CALIFORNIA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- SAINT MARYS
- Address
- 23567 Oak View Dr
- Time zone
- ET (UTC-5)
- Office locations
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