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

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

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.

To learn more about the advisors currently working at Innovative Wealth Partners, 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.

Name	Location	Years of experience
Donald Ayers Jr.	Manasquan, NJ	39

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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