Innovative Financial, LLC
Firm details
- Headquarters
- Lakewood, Colorado
- CRD number
- 127469
- Registered since
- February 6, 2026
- Website
- www.innovativefinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.8%
- Individuals26.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Innovative Financial, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2026. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Dede Jones
Managing DirectorCRD 4436189
Betty Wang
Founder & Wealth AdvisorCRD 6611103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakewood, CO
Jefferson
Location
Lakewood, CO
Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Jefferson
- Address
- 355 S Teller St
- Time zone
- MT (UTC-7)
- Office locations
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