INNOVATIVE WEALTH BUILDING LLC
SEC RegisteredFamily Values, Professional Expertise
About the firm
Innovative Wealth Building (IWB) is a Registered Investment Adviser regulated by the Securities Exchange Commission (SEC). IWB is a team of professionals dedicated to helping clients achieve their definition of financial success through custom financial strategies aligned with their best financial interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, investment management, cash flow planning, protection strategies, and more. The firm also offers a personalized concierge service to assist clients with inquiries, paperwork, and expert guidance.
Who they serve
Every person who deserves to achieve financial independence and wants to pursue their financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,567 | $279M |
| High Net Worth Individuals | 203 | $378M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 0.90% |
| $1,000,000.01 - $2,000,000 | 0.85% |
| $2,000,000.01 - $3,000,000 | 0.80% |
| $3,000,000.01 - $4,000,000 | 0.75% |
| $4,000,000.01 - $5,000,000 | 0.70% |
| $5,000,000.01 - $10,000,000 | 0.60% |
| $10,000,000.01 and up | 0.50% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INNOVATIVE WEALTH BUILDING LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.