# Innovative Wealth Management

Innovative Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/zakknutson

## Regulatory record

- **CRD number:** 298656
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298656

## About

Innovative Wealth Management, LLC is a state-registered investment adviser in Jesup, IA. The firm manages approximately $99 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### What is the firm's investment philosophy?

The firm has not publicly codified a formal investment philosophy. For small and mid-sized independent wealth managers using a similar nomenclature, the approach frequently centers on goals-based planning, strategic asset allocation, and risk-managed portfolio construction. In practice, this often means determining a client's life-stage capital needs and building a mix of passive market exposure and active risk budgeting, though the firm's specific method is not detailed in public materials.

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Last updated: 2026-06-03T20:00:00.000Z

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