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Innovative Wealth Building LLC

● SEC registered since 2021CRD 314942SEC# 801-121542California, MD
Export (members)
Reg. AUM
$525M
Employees
17
Accounts
3,877
Location
California, MD

Innovative Wealth Building LLC assets under management

Innovative Wealth Building LLC operates as an SEC-registered investment adviser based in California, MD. The firm has been registered since 2021. It reports $525 million in regulatory assets under management and employs 17 people.

Innovative Wealth Building LLC owners & executives

4 reported
NameTitleOwnershipSince
Jennifer Brooks Hill ControlManaging Partner25-50%2021
Kennah G Parham ControlManaging Partner25-50%2021
Terry Everett Parham ControlManaging Member & Chief Compliance Officer25-50%2021
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Frequently asked questions

How much does Innovative Wealth Building LLC manage?

Innovative Wealth Building LLC reports $525 million in regulatory assets under management on its Form ADV.

How many employees does Innovative Wealth Building LLC have?

Innovative Wealth Building LLC reports 17 employees.

Where is Innovative Wealth Building LLC located?

Innovative Wealth Building LLC is based in California, MD and has been SEC-registered since 2021.

Does Innovative Wealth Building LLC disclose fund performance?

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

Contact & registration

Address23567 Oak View Drive, Suite a, California, MD 20619
Phone240-237-8086
Office hours9:00a.m. - 6:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$506.6M
Non-discretionary$18.4M
Total (RAUM)$525M