Innovator Wealth Advisor, LLC
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 154130
- Website
- innovatorwm.com
- Custodians
- SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Innovator Wealth Advisor, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and describes itself as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities70%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Herbert Kim
FounderCRD 4480433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 4970 Sw Main Ave
- Time zone
- PT (UTC-8)
- Office locations
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