Innovative Wealth Building LLC
California, MD·SEC-registered · CRD #314942
Innovative Wealth Building LLC is an SEC-registered investment advisory firm in California, MD managing $657M across 4.8k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$657M
Client accounts
4.8k
Advisory staff
8
Fee model
Fee-based
How Innovative Wealth Building LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL INNOVATIVE WEALTH BUILDING LLC
See how Innovative compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Innovative Wealth Building LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Innovative Wealth Building LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Innovative Wealth Building LLC
How much does Innovative Wealth Building LLC manage?
Per its most recent SEC Form ADV filing (06/02/2026), Innovative Wealth Building LLC reports $657M in regulatory assets under management across roughly 4.8k client accounts.
How does Innovative Wealth Building LLC charge?
Innovative Wealth Building LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Innovative Wealth Building LLC a fiduciary?
Yes. Innovative Wealth Building LLC is registered with the U.S. Securities and Exchange Commission (CRD #314942), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Innovative Wealth Building LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Innovative Wealth Building LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in California, MD
Profile compiled from Innovative Wealth Building LLC's public SEC Form ADV filing (CRD #314942, filed 06/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Innovative Wealth Building LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Innovative Wealth Building LLC? Claim this profile.