INNOVATIVE WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$99.1M

Discretionary

$99.1M

100% of AUM

Avg account

$152K

Accounts

653

Employees

Advisory reps

Firm details

Headquarters: JESUP, Iowa
CRD number: 298656
Website: www.myinnovativewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI49.87%
Individuals38.61%
Pension & Profit Sharing Plans10.62%
Charitable Organizations0.45%
Corporations / Businesses0.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Innovative Wealth Management, LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutions, and it also offers selection-of-other-advisers services. Fee arrangements include a percentage-of-AUM model and hourly charges. The firm also operates as an insurance broker. FINTRX data indicates it does not identify as an active ESG investor and is not listed as a multi-state adviser.