INNOVATIVE WEALTH PARTNERS, LLC
CRD #335780 SEC #801-132520 MANASQUAN, NJ 732-722-8788
SEC Registered Disclosures
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $0 | $0 | $0 | 1 | 0 |
| Jun 2025 | $0 | $0 | $0 | 1 | 0 |
| Apr 2025 | $2.3M | $0 | $2.3M | 1 | 16 |
| Mar 2025 | $2.3M | $0 | $2.3M | 0 | 16 |
DateNov 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2025
Total AUM$2.3M
Discretionary$0
Non-Disc.$2.3M
Employees1
Clients16
DateMar 2025
Total AUM$2.3M
Discretionary$0
Non-Disc.$2.3M
Employees0
Clients16