Financial Innovations, LLC
Financial Innovations, LLC is an SEC-registered wealth manager in Atlanta, GA with $535.2M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Financial Innovations, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142769, SEC 801-67516, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $535.2M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 2
- Clients
- 353
- CRD
- 142769
- Ownership
- SCHILLING, LAURA, KIM
How much AUM does Financial Innovations, LLC have?
Financial Innovations, LLC reported $535.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Financial Innovations, LLC?
Disclosed owners and executives of Financial Innovations, LLC include SCHILLING, LAURA, KIM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.