INNOVATIVE WEALTH PARTNERS, LLC

Overview

Innovative Wealth Partners, LLC is organized as a limited liability company owned by an individual and positions itself primarily as an insurance broker and financial planning practice. Its advisory services are focused on financial planning, portfolio management for individuals and small businesses, and delivering educational seminars and workshops. The firm reports it does not operate as a capital allocator and is not an active ESG investor. Fee arrangements for client work include percentage-of-assets, hourly billing, and fixed-fee engagements. Given the mix of services, the business appears to blend insurance distribution and consultative planning rather than running large-scale discretionary investment programs. Industry affiliation with an insurance company supports a distribution emphasis alongside advisory work.

Assets & Accounts

Location & Offices