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INNOVATIVE WEALTH BUILDING LLC

CRD 314942 · SEC 801-121542

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23567 OAK VIEW DRIVE, SUITE A, CALIFORNIA, MD, 20619, United States

Phone

240-237-8086

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$657.2M

Discretionary AUM

$650.0M

Team

17 total employees; 8 advisory reps; 3 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals1567$278.7M
High net worth individuals203$378.5M

States served

AL, CA, CO, DC, GA, KY, LA, MD, MA, NE, NJ, NY, NC, OH, PA, SC, TN, VA, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD