INNOVATIVE WEALTH BUILDING LLC

23567 Oak View Drive
Suite A
California, Maryland 20619
Tel: 240-237-8086

About INNOVATIVE WEALTH BUILDING LLC

INNOVATIVE WEALTH BUILDING LLC, formally registered with the SEC as INNOVATIVE WEALTH BUILDING LLC. The firm was established in 06/21/2021. They have over 3 offices throughout the country.

INNOVATIVE WEALTH BUILDING LLC is a California, Maryland based Financial Planning firm with nearly $524,970,627 assets under management, offering retirement planning & investment advisory services to 3877 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314942
SEC#	801-121542
Assets Managed by Firm	$524,970,627
No. of Clients	3877
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	3877	$524,970,627
Individuals (other than high net worth individuals)	1359	$342,943,882
High net worth individuals	101	$182,026,745

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