Innovative Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Innovative Wealth Partners, LLC is a New Jersey‑registered investment management firm that provides investment management, financial planning, and related consulting to individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses. While the firm uses the common percentage‑of‑assets fee model found at many investment managers, its Form ADV reports zero assets under management as of December 31, 2025.
The firm’s investment process is asset‑allocation driven and begins with an investment policy statement, using economic and market analysis to inform portfolio construction across mutual funds, ETFs, equities, fixed income and alternative investments. Innovative Wealth Partners generally manages accounts on a nondiscretionary basis, provides regular reporting, and also offers client educational workshops as well as financial planning billed on an hourly or capped‑hourly basis.
Distinctive disclosures in the brochure include a disciplinary history for the firm’s principal—a FINRA suspension from January 6, 2025 to May 5, 2025 and a $5,000 fine for failure to timely disclose liens and judgments, with details available on the CRD system. The firm also discloses that supervised persons are licensed insurance agents who may recommend insurance products and receive related compensation (limited to certain providers), and that these potential conflicts are documented and disclosed to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
$300 per planner-hour
Account minimum: $10,000
Main office
2600 Highway 35
Manasquan NJ 08736
Advisors at this office
1
Most active in
New Jersey
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.
Forms ADV
Quick links
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