Innovation Partners LLC
Innovation Partners LLC is an SEC-registered ria in Charlotte, NC with $21.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Innovation Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146344, SEC 801-78702, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $21.7M (2026-03-24)
- Firm type
- Ria
- Location
- Charlotte, NC
- Employees
- 305
- Clients
- 26
- CRD
- 146344
- Ownership
- UYESUGI, LAUREN ARNETT; JIAO, LEI; E STRICKER HOLDINGS LLC; VORENBERG, THOMAS JOSEPH; SMITH, GREGORY EARL
How much AUM does Innovation Partners LLC have?
Innovation Partners LLC reported $21.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Innovation Partners LLC?
Disclosed owners and executives of Innovation Partners LLC include UYESUGI, LAUREN ARNETT, JIAO, LEI, E STRICKER HOLDINGS LLC, VORENBERG, THOMAS JOSEPH, SMITH, GREGORY EARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.