INNOVATION PARTNERS LLC

INNOVATION PARTNERS LLC.

CRD 146344 · SEC 801-78702

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5950 FAIRVIEW ROAD, SUITE 140, CHARLOTTE, NC, 28210, United States

Phone

704-708-5461

Fax

980-265-1555

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$21.7M

Discretionary AUM

$21.7M

Team

305 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; RECURRING FEE

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

Client types

Type	Clients	AUM
Individuals	26	$21.7M

States served

AL, AZ, AR, CA, CO, GA, ID, IN, IA, KS, LA, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL, SD

All web addresses on file

HTTP://WWW.INNOVATIONPARTNERSLLC.COM

Official SEC filing: View on IAPD