Innovative Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lakewood, CO. Its latest Form ADV filing, dated February 4, 2026, reports $105M in regulatory assets under management, 3 employees, and 85 accounts.
Assets Under Management
$105M
Employees
3
Offices
--
Total Clients
115
Primary office
LAKEWOOD, CO
355 SOUTH TELLER STREET, SUITE 200, LAKEWOOD, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.0% of total clients.
Top client categories% of clientsClients
1
HNWI
53.0%
61
2
Individuals
47.0%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of February 4, 2026
Discretionary100.0%
$105M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$105M
Total Accounts85
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee38:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.