Innovative Private Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Somers, NY. Its latest Form ADV filing, dated April 20, 2026, reports $367M in regulatory assets under management, 10 employees, 6 offices, and 711 accounts.
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%
369
2
HNWI
5.3%
22
3
Corporations
4.3%
18
4
Pooled Investment Vehicles
1.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$367Mas of April 20, 2026
Discretionary77.8%
$285M
78% of total RAUM77.8%
Non-discretionary22.2%
$82M
22% of total RAUM22.2%
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$367M
Total Accounts711
10Y AUM Change+$367M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee42:1
10Y Employee Change+9 (+900.0%)
* 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.