RIA Intel›Advisers›Nevada›WEALTH INNOVATION LLC

WEALTH INNOVATION LLC

Advisory

NV

Data as of Jul 14, 2026 · Source: SEC Form ADV

Average account

$908K

across 14 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 14, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, LA

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

14 clients

14 high-net-worth

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

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Advisers of similar size in NV

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

CHIEF CAPITAL MANAGEMENT, INC

$13M

KAITZ INVESTMENTS INCORPORATED

$12M

$12M

RIGHTWISE WEALTH, INC.

$12M

RANDOLPH & ASSOCIATES LTD

$11M

$15M

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