|
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| Innovation Partners LLC
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|
|
|---|---|
| CRD # | 146344 |
| SEC # | 801-78702 |
| CIK # | |
| AUM | $21.7 M (2026-03-24) |
| Employees | 305 (0% Investors, 0% Brokers) |
| Phone | 704-708-5461 |
| Address | 5950 Fairview Road Charlotte, NC 28210 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 21.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 21.7 |
| By Discretionary | ||
| Discretionary | 36 | 21.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 21.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.7 | |
| Total | 36 | 21.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Christensen Group Financial LLC
✚
|
MN | 0.0 |
|
Braypark Wealth Management
✚
|
CA | 0.0 |
|
LFN Advisors Inc
✚
|
MI | 0.0 |
|
Legacy CornerStone Wealth LLC
✚
|
NV | 0.0 |
|
Draco Evolution Corp
✚
|
0.0 | |
|
Taylor Frigon Family Office LLC
✚
|
AZ | 0.0 |
|
Rainwater Equity LLC
✚
|
0.0 | |
|
Ryan Heritage LLP
✚
|
NJ | 0.0 |
|
Fidelis Capital LLC
✚
|
AL | 0.0 |
|
ETF Model Solutions LLC
✚
|
WI | 0.0 |