Innovative Wealth Building LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Innovative Wealth Building LLC is a team-based registered investment adviser with eight advisors managing roughly $657 million in discretionary assets, providing ongoing portfolio management, financial planning and consulting to individuals, high-net-worth individuals, and charitable organizations. The firm also offers insurance-related services through an affiliated agency (IWB Insurance) and sponsors a wrap fee program for which it serves as portfolio manager.
IWB prepares individualized Investment Policy Statements and generally employs long-term strategies grounded in fundamental analysis and modern portfolio theory, allocating across equities, fixed income, ETFs, mutual funds and annuities. For certain clients the firm may recommend options trading and ETFs linked to cryptocurrencies, documents client risk tolerances, and provides discretionary management and periodic account reviews.
Noteworthy operational features include its role as a wrap fee program sponsor—a role held by a minority of comparable team firms—and its use of an insurance marketing organization (Advisors Excel) in connection with affiliated insurance and annuity offerings, which creates potential commission-based conflicts of interest. The firm requires custody at Schwab Institutional, does not aggregate block trades for multiple clients, and maintains no account minimums for its services.
Client services
Expertise
Fee options
Fixed fees between $300 and $2,500
$0 - $1,000,000.00: 0.90% $1,000,000.01 - $2,000,000.00: 0.85% $2,000,000.01 - $3,000,000.00: 0.80% $3,000,000.01 - $4,000,000.00: 0.75% $4,000,000.01 - $5,000,000.00: 0.70% $5,000,000.01 - $10,000,000.00: 0.60% $10,000,000.01+: 0.50%
Hourly rates between $50 and $500
Fee-only: Fixed fees between $300 and $2,500; Hourly fees between $50 and $500
Main office
See office23567 Oak View Drive, Suite A
California MD 20619
Advisors at this office
5
Offices (3)
Most active in
Alabama · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Hawaii · Kentucky · Louisiana · Maryland · Massachusetts · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Carman K
Verified by Warmer
Series 66, CFP®, ChFC®, Series 7
Fort Worth, TX
Innovative Wealth Building LLC
Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.
Lee W
Studio City, CA
Innovative Wealth Building LLC
Lee Weinstein is a financial advisor at Innovative Wealth Building LLC with one year of industry experience. He has previously worked at Marcum and has been associated with LMW Financial since 2013. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a long-term investment approach guided by fundamental analysis and modern portfolio theory and offers tailored investment programs with regular monitoring and reporting.
Joseph C
Series 65
California, MD
Innovative Wealth Building LLC
Joseph Chavel is a financial advisor with Innovative Wealth Building LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at NAVAIR and PAE, as well as service in the United States Marine Corps. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations, employing long-term strategies grounded in fundamental analysis and modern portfolio theory.
Jennifer H
Series 63, Series 65
California, MD
Innovative Wealth Building LLC
Jennifer Hill is a financial advisor at Innovative Wealth Building LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and First Command. Hill is also an independent licensed insurance agent, occasionally offering insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, employing long-term investment strategies grounded in fundamental analysis and modern portfolio theory.
Vincent P
Series 65
California, MD
Innovative Wealth Building LLC
Vincent Petrillo is a financial advisor at Innovative Wealth Building LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he served 15 years with the Naval Air Systems Command at the Department of Navy. He is also an insurance agent, selling insurance products alongside his advisory role. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment programs and ongoing monitoring, managing accounts on both a discretionary and non-discretionary basis with a focus on long-term trading guided by fundamental analysis and modern portfolio theory.
Coy B
Series 65
California, MD
Innovative Wealth Building LLC
Coy Baldwin is a financial advisor at Innovative Wealth Building LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Cintas Corp. for 19 years. In addition to his advisory role, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.
Warren B
Series 63, Series 65
California, MD
Innovative Wealth Building LLC
Warren Brooks is a financial advisor with Innovative Wealth Building LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at First Command Financial Planning, Inc. for over two decades before joining Innovative Wealth Building in 2021. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth individuals, and charitable organizations, employing long-term investment strategies based on fundamental analysis and modern portfolio theory.
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