← Back to searchVisit website
INNOVEST STRATEGIES LLC
CRD 334763
134 WIND CHIME COURT, RALEIGH, NC, 27615, United States
Phone
252-600-0250
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.8M
Discretionary AUM
$26.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $4.0M |
| High net worth individuals | 7 | $22.8M |
All web addresses on file
Official SEC filing: View on IAPD