RIA Intel›Advisers›Pennsylvania›INNOVATE WEALTH, LLC

INNOVATE WEALTH, LLC

Advisory

PA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in PA

#889

of 1,528 advisers by AUM

Average account

$439K

across 206 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$91M

Discretionary AUM$91M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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