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INNOVATIVE WEALTH BUILDING LLC

dba INNOVATIVE WEALTH BUILDING LLC · CRD 314942 · Registered Investment Adviser

INNOVATIVE WEALTH BUILDING LLC is a Registered Investment Adviser headquartered in CALIFORNIA, MD. The firm reports $657,212,436 in regulatory assets under management across 4,646 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$650,026,264
Non-discretionary$7,186,172
Total RAUM$657,212,436
Accounts4,646

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 314942. adviserinfo.sec.gov/firm/summary/314942.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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