# INNOVATE WEALTH

INNOVATE WEALTH is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** innovate-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/stevesivakcfp

## Regulatory record

- **CRD number:** 283332
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283332

## About

INNOVATE WEALTH is a state-registered investment adviser with $91 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

## Questions

### Who runs investment decisions at INNOVATE WEALTH?

No named principals for INNOVATE WEALTH have been publicly identified in corporate filings or media reports. The firm's leadership structure is not disclosed.

### How does INNOVATE WEALTH source proprietary deal flow?

The firm has no known public record of deal sourcing activities or partnerships. Its investment network and sourcing strategy are not documented in accessible sources.

### Does INNOVATE WEALTH participate in fund commitments or only direct deals?

No investment activity — either fund commitments or direct deals — has been publicly attributed to INNOVATE WEALTH. The firm's deployment method is not known.

### What investment stages does INNOVATE WEALTH typically target?

Stage preferences for INNOVATE WEALTH are not disclosed. No reporting exists to indicate whether the firm targets early-stage, growth, or later-stage opportunities.

### Which sectors does INNOVATE WEALTH explicitly avoid?

INNOVATE WEALTH has not publicly stated any sector exclusions. The firm's sector preferences are not documented in available sources.

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- [PO&G Advisors](https://altss.com/profile/poandg-advisors-llc)
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Last updated: 2026-07-11T07:58:03.000Z

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