INNOVATIVE WEALTH BUILDING LLC
SEC Form ADV profile.
Total regulatory AUM
$657,212,436
Discretionary
$650,026,264
Non-discretionary
$7,186,172
Firm details
- CRD number
- 314942
- SEC file number
- 801-121542
- Main office
- CALIFORNIA, MD, United States
- Employees
- 17
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.