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INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

Advisory

N·SOMERS, NY

Data as of May 8, 2026 · Source: SEC Form ADV

Total AUM
$367M
1-Year AUM Growth
+157.1%
3-Year CAGR
—
Employees
7
Assets Under Management
Total AUM$367M
Discretionary AUM$285M
Non-Discretionary AUM$82M
Discretionary %77.8%
Total Clients381
Team
Total Employees7
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingJan 27, 2023
Latest FilingMay 8, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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