Innovative Wealth Building LLC
Firm details
- Headquarters
- California, Maryland
- CRD number
- 314942
- Registered since
- June 21, 2021
- Website
- innovativewealthbuilding.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.59%
- Individuals42.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Innovative Wealth Building LLC is an independent Registered Investment Adviser, formed as an LLC and registered with the SEC in 2021. The firm focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets, hourly charges, and fixed fees. The firm is owned by an individual and reports an affiliation with an insurance company. Its ADV indicates it is not structured as a capital allocator and it does not identify as an active ESG investor.
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 Funds96%
- Exchange Traded Equities2%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Jennifer Hill
Chief Marketing OfficerCRD 5753954
Warren Brooks
CEO & PresidentCRD 4020489
Terry Parham
Chief Financial OfficerCRD 5924439
Contacts
3 of 6
Carman Kubanda
Financial AdvisorCRD 7193096
Coy Baldwin
Investment Adviser RepresentativeCRD 7706840
Lee Weinstein
Founder, Wealth Management AdvisorCRD 7851864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
California, MD
Saint Marys
Location
California, MD
Headquartered in California, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Saint Marys
- Address
- 23567 Oak View Dr
- Time zone
- ET (UTC-5)
- Office locations
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