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Building 2INNOVATIVE WEALTH BUILDING LLC

Map pinCALIFORNIA, MD
Phone240-237-8086
NotebookSEC #801-121542
Total AUM
$657.2M
Employees
17
Clients
1,770

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23567 OAK VIEW DRIVE
SUITE A
CALIFORNIA
MD 20619
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
240-237-8086
Other Offices
2

ReceiptFinancials

Total AUM
$657.2M
Accounts
4,646
Discretionary
$650M
Accounts
4,538
Non-Discretionary
$7.2M
Accounts
108

ContactClients

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Individual Clients
1,567
AUM
$278.7M
HNW Individual Clients
203
AUM
$378.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOCTDCFLGAHIKYLAMAMDNCNENHNJNYOHPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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