Innovative Wealth Management

Overview

Innovative Wealth Management is an independent, domestic limited liability advisory firm that serves individual and family clients. The firm acts as a capital allocator and combines financial planning with portfolio management, pension consulting and selection-of-advisers services; it also produces periodic publications for clients. Fee arrangements are flexible — the firm charges asset-based fees as well as hourly, subscription and fixed-fee engagements. Investment activity centers on public funds and mutual funds as the principal vehicle for client portfolios, but the firm also allocates to third‑party alternative managers across private equity, venture capital, hedge funds, private placements, real estate and commodities. Innovative Wealth Management is not an active ESG investor. The firm has an insurance company affiliation that can play a role in distribution of annuities or insurance solutions within client plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices