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INNOVATIVE WEALTH BUILDING LLC
Investment Advice|CALIFORNIA, MD
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$525M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 506.6M |
| Non-Discretionary | 18.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 314942 |
| SEC Number | 801-121542 |
| Street Address | 23567 OAK VIEW DRIVE |
| Street Address 2 | SUITE A |
| Location | CALIFORNIA, MD 20619 |
| Country | United States |
| Phone | 240-237-8086 |
| Total Employees | 17 |
Client Count by Type (1,460 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,359 |
| High Net Worth Individual… | 101 |
County data not available for this organization.