Innovative Wealth Building LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in California, MD. Its latest Form ADV filing, dated March 12, 2026, reports $657M in regulatory assets under management, 17 employees, 2 offices, and 4,646 accounts.
Assets Under Management
$657M
Employees
17
Offices
2 offices
Total Clients
1,770
Primary office
CALIFORNIA, MD
23567 OAK VIEW DRIVE, SUITE A, CALIFORNIA, MD, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
1,567
2
HNWI
11.5%
203
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$657Mas of March 12, 2026
Discretionary98.9%
$650M
99% of total RAUM98.9%
Non-discretionary1.1%
$7M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$657M
Total Accounts4,646
10Y AUM Change+$657M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee104:1
10Y Employee Change+16 (+1600.0%)
* 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.