Innovative Financial, LLC
● SEC registered since 2026CRD 127469SEC# 801-135286Lakewood, CO
Reg. AUM
$105.3M
Employees
3
Accounts
85
Location
Lakewood, CO
Innovative Financial, LLC assets under management
Innovative Financial, LLC is an investment advisory firm registered with the SEC based in Lakewood, CO. The firm has been registered since 2026. It reports $105.3 million in regulatory assets under management and employs 3 people.
Innovative Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dede M Smolen Control | Managing Member & Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Innovative Financial, LLC manage?
Innovative Financial, LLC reports $105.3 million in regulatory assets under management on its Form ADV.
How many employees does Innovative Financial, LLC have?
Innovative Financial, LLC reports 3 employees.
Where is Innovative Financial, LLC located?
Innovative Financial, LLC is based in Lakewood, CO and has been SEC-registered since 2026.
Does Innovative Financial, LLC disclose fund performance?
Innovative Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 355 South Teller Street, Suite 200, Lakewood, CO 80226 |
| Phone | (303) 275-7170 |
| Office hours | By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105.3MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$105.3Mregulatory AUM
Discretionary $105.3M