Innovative Wealth Partners, LLC

Overview

Innovative Wealth Partners, LLC is organized as a limited liability company under individual ownership and combines insurance brokerage with adviser services aimed at individuals and small businesses. The firm offers financial planning, portfolio management for individuals and small-business clients, and runs educational seminars and workshops as part of its client-facing activities. It lists fee arrangements that include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. It is not positioned as a pension consultant or a related adviser to another investment adviser, and it does not describe itself as a capital allocator. Industry ties include affiliation with an insurance company, reflecting the combination of insurance distribution and investment-advisory services in its business model.

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