INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
CRD #324586 SEC #801-127387 SOMERS, NY 914-427-8036
SEC Registered Private Funds
Total AUM
$118.3M
Discretionary
$118.3M
Employees
7
Clients
0
Accounts
633
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $118.3M | $118.3M | $0 | 7 | 0 |
| May 2025 | $118.3M | $118.3M | $0 | 7 | 0 |
| Mar 2025 | $118.3M | $118.3M | $0 | 7 | 0 |
| Dec 2024 | $102.7M | $102.7M | $0 | 4 | 0 |
| Dec 2024 | $102.7M | $102.7M | $0 | 4 | 0 |
| Oct 2024 | $102.7M | $102.7M | $0 | 4 | 0 |
| Jun 2024 | $102.7M | $102.7M | $0 | 4 | 0 |
| Apr 2024 | $102.7M | $102.7M | $0 | 4 | 0 |
| Mar 2024 | $102.7M | $102.7M | $0 | 4 | 0 |
| Jan 2024 | $39.9M | $39.9M | $0 | 1 | 0 |
| Nov 2023 | $39.9M | $39.9M | $0 | 1 | 0 |
| Oct 2023 | $39.9M | $39.9M | $0 | 1 | 0 |
| Oct 2023 | $39.9M | $39.9M | $0 | 1 | 0 |
| Aug 2023 | $39.9M | $39.9M | $0 | 1 | 0 |
| Jun 2023 | $39.9M | $39.9M | $0 | 1 | 0 |
| Jun 2023 | $39.9M | $39.9M | $0 | 1 | 0 |
DateNov 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees7
Clients0
DateDec 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees1
Clients0
DateNov 2023
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees1
Clients0
DateAug 2023
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees1
Clients0