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INNOVATOR WEALTH ADVISOR, LLC
CRD 154130
4970 SW MAIN AVE, SUITE 100, BEAVERTON, OR, 97005, United States
Phone
503-998-4545
Fax
503-626-1472
Registration
— (—)
Source
State registered
Total AUM
$500K
Discretionary AUM
$500K
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $500K |
All web addresses on file
Official SEC filing: View on IAPD