INNOVATIVE WEALTH BUILDING LLC
CRD #314942 SEC #801-121542 CALIFORNIA, MD 240-237-8086
SEC Registered
Total AUM
$525M
Discretionary
$506.6M
Employees
17
Clients
--
Accounts
3,877
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $525M | $506.6M | $18.4M | 17 | 3 |
| Sep 2025 | $525M | $506.6M | $18.4M | 17 | 3 |
| Mar 2025 | $525M | $506.6M | $18.4M | 17 | 3 |
| Feb 2025 | $525M | $506.6M | $18.4M | 17 | 3 |
| Feb 2025 | $418.7M | $0 | $418.7M | 17 | 5 |
| Feb 2025 | $418.7M | $0 | $418.7M | 17 | 5 |
| Sep 2024 | $418.7M | $0 | $418.7M | 17 | 5 |
| May 2024 | $418.7M | $0 | $418.7M | 17 | 5 |
| Feb 2024 | $418.7M | $0 | $418.7M | 16 | 5 |
| Feb 2024 | $356.1M | $0 | $356.1M | 16 | 5 |
| Dec 2023 | $356.1M | $0 | $356.1M | 16 | 5 |
| Aug 2023 | $356.1M | $0 | $356.1M | 16 | 5 |
| Jul 2023 | $356.1M | $0 | $356.1M | 16 | 5 |
| Jun 2023 | $356.1M | $0 | $356.1M | 15 | 5 |
| Mar 2023 | $356.1M | $0 | $356.1M | 9 | 5 |
| Mar 2023 | $356.1M | $0 | $356.1M | 9 | 5 |
| Mar 2023 | $356.1M | $0 | $356.1M | 8 | 5 |
| Dec 2022 | $308.8M | $0 | $308.8M | 8 | 5 |
| Jun 2022 | $308.8M | $0 | $308.8M | 8 | 5 |
| May 2022 | $308.8M | $0 | $308.8M | 8 | 5 |
| Apr 2022 | $308.8M | $0 | $308.8M | 8 | 5 |
| Mar 2022 | $308.8M | $0 | $308.8M | 8 | 5 |
| Mar 2022 | $321.8M | $0 | $321.8M | 8 | 0 |
| Mar 2022 | $321.8M | $0 | $321.8M | 8 | 0 |
| Feb 2022 | $206.5M | $0 | $206.5M | 8 | 0 |
| Oct 2021 | $206.5M | $0 | $206.5M | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 2 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
| May 2021 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$525M
Discretionary$506.6M
Non-Disc.$18.4M
Employees17
Clients3
DateSep 2025
Total AUM$525M
Discretionary$506.6M
Non-Disc.$18.4M
Employees17
Clients3
DateMar 2025
Total AUM$525M
Discretionary$506.6M
Non-Disc.$18.4M
Employees17
Clients3
DateFeb 2025
Total AUM$525M
Discretionary$506.6M
Non-Disc.$18.4M
Employees17
Clients3
DateFeb 2025
Total AUM$418.7M
Discretionary$0
Non-Disc.$418.7M
Employees17
Clients5
DateFeb 2025
Total AUM$418.7M
Discretionary$0
Non-Disc.$418.7M
Employees17
Clients5
DateSep 2024
Total AUM$418.7M
Discretionary$0
Non-Disc.$418.7M
Employees17
Clients5
DateMay 2024
Total AUM$418.7M
Discretionary$0
Non-Disc.$418.7M
Employees17
Clients5
DateFeb 2024
Total AUM$418.7M
Discretionary$0
Non-Disc.$418.7M
Employees16
Clients5
DateFeb 2024
Total AUM$356.1M
Discretionary$0
Non-Disc.$356.1M
Employees16
Clients5
DateDec 2023
Total AUM$356.1M
Discretionary$0
Non-Disc.$356.1M
Employees16
Clients5
DateAug 2023
Total AUM$356.1M
Discretionary$0
Non-Disc.$356.1M
Employees16
Clients5
DateJul 2023
Total AUM$356.1M
Discretionary$0
Non-Disc.$356.1M
Employees16
Clients5
DateJun 2023
Total AUM$356.1M
Discretionary$0
Non-Disc.$356.1M
Employees15
Clients5
DateMar 2023
Total AUM$356.1M
Discretionary$0
Non-Disc.$356.1M
Employees9
Clients5
DateMar 2023
Total AUM$356.1M
Discretionary$0
Non-Disc.$356.1M
Employees9
Clients5
DateMar 2023
Total AUM$356.1M
Discretionary$0
Non-Disc.$356.1M
Employees8
Clients5
DateDec 2022
Total AUM$308.8M
Discretionary$0
Non-Disc.$308.8M
Employees8
Clients5
DateJun 2022
Total AUM$308.8M
Discretionary$0
Non-Disc.$308.8M
Employees8
Clients5
DateMay 2022
Total AUM$308.8M
Discretionary$0
Non-Disc.$308.8M
Employees8
Clients5
DateApr 2022
Total AUM$308.8M
Discretionary$0
Non-Disc.$308.8M
Employees8
Clients5
DateMar 2022
Total AUM$308.8M
Discretionary$0
Non-Disc.$308.8M
Employees8
Clients5
DateMar 2022
Total AUM$321.8M
Discretionary$0
Non-Disc.$321.8M
Employees8
Clients0
DateMar 2022
Total AUM$321.8M
Discretionary$0
Non-Disc.$321.8M
Employees8
Clients0
DateFeb 2022
Total AUM$206.5M
Discretionary$0
Non-Disc.$206.5M
Employees8
Clients0
DateOct 2021
Total AUM$206.5M
Discretionary$0
Non-Disc.$206.5M
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0