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Innovative Advisory Group
Innovative Advisory Group is a multi-family office headquartered in Lexington, United States. Founded in 2008, the firm traces its wealth to the...
Innovative Advisory Group
Innovative Advisory Group is a multi-family office headquartered in Lexington, United States. Founded in 2008, the firm traces its wealth to the entrepreneurial investment advisory careers of its principals and manages diversified portfolios for affluent families. It integrates traditional and alternative assets, emphasizing risk management, fee-only transparency, and self-directed retirement strategies while delivering customized planning, portfolio management, and strategic consulting services for clients nationwide.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
Lexington
Frequently asked questions
What is Innovative Advisory Group?
Innovative Advisory Group is a bank / wealth / trust headquartered in Lexington, United States.
When was Innovative Advisory Group founded?
Innovative Advisory Group was founded in 2008.
Where is Innovative Advisory Group headquartered?
Innovative Advisory Group is headquartered in Lexington, United States, in the North America region.
What does Altss track for Innovative Advisory Group?
Altss maintains an OSINT-verified profile of Innovative Advisory Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Innovative Advisory Group's website?
Innovative Advisory Group's public website is innovativewealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Innovative Advisory Group?
Innovative Advisory Group is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Innovative Advisory Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Innovative Advisory Group's Altss profile last updated?
Innovative Advisory Group's profile on Altss was last refreshed on May 29, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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