Multi-Family OfficeRIA · CRD 175324SEC-Registered

Updated:

Innovative Wealth Advisors LLC

Innovative Wealth Advisors LLC is a registered investment advisor serving high-net-worth families as a multi-family office. Firm details opaque.

Innovative Wealth Advisors LLC

Innovative Wealth Advisors LLC is a US-based registered investment advisor that positions itself as a multi-family office for wealthy individuals and families. The firm's founding year and leadership team are not publicly disclosed, and it does not appear to operate a visible flagship fund or direct-investment program. The firm focuses on wealth management and financial planning, likely allocating client assets across traditional public markets such as equities and fixed income. Without confirmed alternative investment mandates, the firm appears to rely on third-party custodians and fund vehicles rather than direct co-investment or club deal structures. No named portfolio companies or co-investors are available from public records. Innovative Wealth Advisors does not list additional offices, team size, or AUM on its public-facing materials. It has no known philanthropic foundation or operating company arm. The most recent public event concerning the firm is its registration with the SEC as an investment adviser, a standard regulatory requirement. The firm's structural differentiator is its choice to remain entirely opaque — no public leader profiles, no press coverage, and no disclosed client base. This suggests a small, private practice serving a limited number of families, with no ambition to raise institutional capital.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

City

Corporate office

Sector focus

Wealth Management

Frequently asked questions

What services does Innovative Wealth Advisors offer?

Innovative Wealth Advisors LLC is a registered investment advisor that provides wealth management and financial planning services to high-net-worth families and individuals. The firm likely manages client portfolios through third-party custodians and fund vehicles, though specific service menu details are not publicly detailed.

Is Innovative Wealth Advisors a single or multi-family office?

The firm describes itself as a multi-family office, serving multiple unrelated wealthy families. Unlike a single-family office tied to one fortune, it advises a broader client base, but the exact number of families served is undisclosed.

How large is Innovative Wealth Advisors' AUM?

The firm does not publicly disclose its assets under management. As a private RIA, it is not required to report AUM publicly, and no third-party estimates are available.

Who founded Innovative Wealth Advisors?

The founding principal or team of Innovative Wealth Advisors LLC is not identified in any public record or official filing. The firm's ownership structure and leadership remain opaque.

Does Innovative Wealth Advisors make direct investments?

Based on its disclosed profile as a wealth management RIA, the firm does not appear to engage in proprietary direct investments or maintain a dedicated venture capital or private equity fund. Client assets are likely allocated through traditional investment vehicles.

Profile maintained by 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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