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INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

dba INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. · CRD 324586 · Registered Investment Adviser

Custody via related personManages private funds

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. is a Registered Investment Adviser headquartered in SOMERS, NY. The firm reports $367,006,766 in regulatory assets under management across 711 accounts, and manages 8 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$285,370,757
Non-discretionary$81,636,009
Total RAUM$367,006,766
Accounts711

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 324586. adviserinfo.sec.gov/firm/summary/324586.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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