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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 7, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Brooks, Warren, P | I | PRESIDENT & CEO | D | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Brooks, Warren, Paul | I | PRESIDENT & CEO | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Parham, Kennah, G | I | MANAGING PARTNER | C | Control |
| Hill, Jennifer, Brooks | I | MANAGING PARTNER | B | Control |
| PARHAM, TERRY, EVERETT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Oct 7, 2025 REGISTERED
Notice Filings (22)
AL CA CO CT DC FL GA HI MA MD NC NE NH NJ NY OH PA SC TN TX VA WA
Address
23567 OAK VIEW DRIVESUITE A
CALIFORNIA, MD 20619
United States
Phone: 240-237-8086