Innovative Wealth Building LLC
Innovative Wealth Building LLC is an SEC-registered mass-market adviser in California, MD with $657.2M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Innovative Wealth Building LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314942, SEC 801-121542, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $657.2M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- California, MD
- Employees
- 17
- Clients
- 1,770
- CRD
- 314942
- Ownership
- Parham, Kennah, G; Brooks, Warren, Paul; PARHAM, TERRY, EVERETT; Hill, Jennifer, Brooks; Brooks, Warren, P
How much AUM does Innovative Wealth Building LLC have?
Innovative Wealth Building LLC reported $657.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Innovative Wealth Building LLC?
Disclosed owners and executives of Innovative Wealth Building LLC include Parham, Kennah, G, Brooks, Warren, Paul, PARHAM, TERRY, EVERETT, Hill, Jennifer, Brooks, Brooks, Warren, P. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.