Innovative Private Wealth Management Inc.
Innovative Private Wealth Management Inc. is an SEC-registered mass-market adviser in Somers, NY with $367.0M assets under management (AUM, regulatory AUM), +210% over one year. See who owns Innovative Private Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324586, SEC 801-127387, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $367.0M (2026-05-29)
- Firm type
- Mass-Market Adviser
- Location
- Somers, NY
- Employees
- 10
- Clients
- 417
- CRD
- 324586
- Ownership
- MANCINI, NICHOLAS, JOESEPH; Mancini, Nicholas
How much AUM does Innovative Private Wealth Management Inc. have?
Innovative Private Wealth Management Inc. reported $367.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Innovative Private Wealth Management Inc.?
Disclosed owners and executives of Innovative Private Wealth Management Inc. include MANCINI, NICHOLAS, JOESEPH, Mancini, Nicholas. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.