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INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
CRD 324586 · SEC 801-127387
361 ROUTE 202, SOMERS, NY, 10589, United States
Phone
914-427-8036
Fax
914-500-2375
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$367.0M
Discretionary AUM
$285.4M
Team
10 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 369 | $84.2M |
| High net worth individuals | 22 | $62.3M |
| Pooled investment vehicles | 8 | $138.0M |
| Corporations/business entities | 18 | $82.5M |
States served
DC, GA, IN, NJ, NY, PA, SC, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD