Innovative Wealth Planning, LLC
Firm details
- Headquarters
- Suffield, Connecticut
- CRD number
- 344346
- Registered since
- October 19, 2026
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Innovative Wealth Planning, LLC is a limited liability company structured as an owner-operated advisory firm. The firm registered with the SEC in 2026 and is marked as a newly formed adviser. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges fees as a percentage of assets under management. The firm is not identified as an active ESG investor and is not a multi-state adviser. It is classified in the dataset as an unclassified entity and is not listed as a capital allocator.
Assets & Accounts
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
Location
Suffield, CT
Hartford
Location
Suffield, CT
Headquartered in Suffield, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 41 Mountain Rd
- Time zone
- ET (UTC-5)
- Office locations
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