A complete list of active advisors currently associated with Innovative Wealth Building LLC

Warmer can help you find a great advisor at Innovative Wealth Building LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Innovative Wealth Building LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.