Innovative Wealth Building LLC
● SEC registered since 2021CRD 314942SEC# 801-121542California, MD
Reg. AUM
$657.2M
Employees
17
Accounts
4,646
Location
California, MD
Innovative Wealth Building LLC assets under management
Innovative Wealth Building LLC operates as an SEC-registered investment adviser based in California, MD. The firm has been registered since 2021. It reports $657.2 million in regulatory assets under management and employs 17 people.
Innovative Wealth Building LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Brooks Hill Control | Managing Partner | 25-50% | 2021 |
| Terry Everett Parham Control | Managing Member & Chief Compliance Officer | 25-50% | 2021 |
| Warren P Brooks Control | President & Ceo | 25-50% | 2021 |
Frequently asked questions
How much does Innovative Wealth Building LLC manage?
Innovative Wealth Building LLC reports $657.2 million in regulatory assets under management on its Form ADV.
How many employees does Innovative Wealth Building LLC have?
Innovative Wealth Building LLC reports 17 employees.
Where is Innovative Wealth Building LLC located?
Innovative Wealth Building LLC is based in California, MD and has been SEC-registered since 2021.
Does Innovative Wealth Building LLC disclose fund performance?
Innovative Wealth Building LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23567 Oak View Drive, Suite a, California, MD 20619 |
| Phone | 240-237-8086 |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$657.2M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$657.2Mregulatory AUM
Discretionary $650MNon-discretionary $7.2M