Innovator Wealth Advisor, LLC

Overview

Innovator Wealth Advisor, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves retail clients — individuals and families — and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator, meaning it places client capital with third-party managers when appropriate. Fee arrangements are flexible and include AUM-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and lists an accounting professional among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices