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INNOVATIVE WEALTH MANAGEMENT, LLC
CRD 298656
960 6TH STREET, SUITE 1, JESUP, IA, 50648, United States
Phone
319-449-6900
Fax
319-800-6675
Registration
— (—)
Source
State registered
Total AUM
$99.1M
Discretionary AUM
$99.1M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 263 | $38.3M |
| High net worth individuals | 35 | $49.4M |
| Pension/profit sharing plans | 4 | $10.5M |
| Charitable organizations | 1 | $449K |
| Corporations/business entities | 2 | $438K |
All web addresses on file
Official SEC filing: View on IAPD