RIA Intel›Advisers›Maryland›INNOVATIVE WEALTH BUILDING LLC

INNOVATIVE WEALTH BUILDING LLC

Advisory

N·CALIFORNIA, MD

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$657M

1-Year AUM Growth

+17.6%

3-Year CAGR

+27.1%

Employees

8

Assets Under Management

Total AUM$657M

Discretionary AUM$650M

Non-Discretionary AUM$7M

Discretionary %98.9%

Total Clients1,460

Team

Total Employees8

Investment Advisers17

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record25

First FilingMay 19, 2021

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INNOVATIVE WEALTH BUILDING LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.