INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
SEC Form ADV profile.
Total regulatory AUM
$367,006,766
Discretionary
$285,370,757
Non-discretionary
$81,636,009
Firm details
- CRD number
- 324586
- SEC file number
- 801-127387
- Main office
- SOMERS, NY, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.