RIA Intel›Advisers›Oregon›INNOVATOR WEALTH ADVISOR, LLC

INNOVATOR WEALTH ADVISOR, LLC

Advisory

BEAVERTON, OR

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account

$83K

across 6 accounts

AUM per adviser

$500K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$500K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$500K

Discretionary AUM$500K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, TX

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

6 clients

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

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Advisers of similar size in OR

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

MIDDLE ROAD, LLC

$492K

W.H. LEWIS FINANCIAL, LLC.

$540K

ROGUE RUSSELL INVESTMENTS

$550K

BAUTISTA, JOSEPH, JOHNSON

$665K

SHARED PROSPERITY GROUP LLC

PORTLAND, OR

$680K

MYLAUNCH, LLC

MEDFORD, OR

$289K

-27.6% 1Y

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