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INNOVEST STRATEGIES LLC
Innovest Strategies takes a comprehensive approach to building and protecting wealth. The firm specializes in investment management, financial planning, tax...
Overview
Innovest Strategies takes a comprehensive approach to building and protecting wealth. The firm specializes in investment management, financial planning, tax strategies, and real estate services, offering clients a seamless, integrated experience. It serves as a fiduciary and uses Charles Schwab as custodian.
General information
Firm type
Asset Manager
Year founded
2025
Location
City
Raleigh
Principals
Matt Choplin
CPA, Founder
Lisa Longmire
Administrative Assistant
Frequently asked questions
What is the size of Innovest Strategies LLC?
Assets under management and total team size are undisclosed. No credible public source estimates AUM, and the firm does not promote any employment numbers. It remains one of the more opaque private investment firms in the US, with no verifiable scale indicators.
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