INNOVATOR WEALTH ADVISOR, LLC

Overview

Innovator Wealth Advisor, LLC operates as a small, independent registered investment adviser focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third‑party advisers when appropriate. Its billing is flexible — a mix of AUM fees, hourly charges and fixed fees — and the firm acts as a capital allocator, placing client capital with external managers where they see fit. The adviser reports no active ESG program and lists an accounting professional among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices