RIA Intel›Advisers›Iowa›INNOVATIVE WEALTH MANAGEMENT, LLC

INNOVATIVE WEALTH MANAGEMENT, LLC

Advisory

JESUP, IA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in IA

#123

of 154 advisers by AUM

Average account

$152K

across 653 accounts

AUM per adviser

$50M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$99M

Discretionary AUM$99M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients305

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, IL

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

305 clients

35 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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