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Innovative Financial, LLC

● SEC registered since 2026CRD 127469SEC# 801-135286Lakewood, CO
Export (members)
Reg. AUM
$105.3M
Employees
3
Accounts
85
Location
Lakewood, CO

Innovative Financial, LLC assets under management

Innovative Financial, LLC is an investment advisory firm registered with the SEC based in Lakewood, CO. The firm has been registered since 2026. It reports $105.3 million in regulatory assets under management and employs 3 people.
www.facebook.com/innovativefinancialllcView on SEC.gov ↗

Innovative Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Dede M Smolen ControlManaging Member & Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Innovative Financial, LLC manage?

Innovative Financial, LLC reports $105.3 million in regulatory assets under management on its Form ADV.

How many employees does Innovative Financial, LLC have?

Innovative Financial, LLC reports 3 employees.

Where is Innovative Financial, LLC located?

Innovative Financial, LLC is based in Lakewood, CO and has been SEC-registered since 2026.

Does Innovative Financial, LLC disclose fund performance?

Innovative Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address355 South Teller Street, Suite 200, Lakewood, CO 80226
Phone(303) 275-7170
Office hoursBy Appointment Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$105.3M
Non-discretionary$0
Total (RAUM)$105.3M