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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Innovative Advisory Partners LLC
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| CRD # | 156135 |
| SEC # | 801-78600 |
| CIK # | |
| AUM | $260.4 M (2025-04-01) |
| Employees | 8 (75% Investors, 50% Brokers) |
| Phone | 423-870-2140 |
| Address | 4700 Hixson Pike Hixson, TN 37343-4806 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 46.0 |
| (b) Individuals (high net worth individuals) | 161 | 206.0 |
| (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 | 1 | 8.4 |
| (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 | 1,108 | 260.4 |
| By Discretionary | ||
| Discretionary | 924 | 252.1 |
| Non-Discretionary | 184 | 8.3 |
| Total | 1,108 | 260.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 260.1 | |
| Total | 1,108 | 260.4 |
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|---|---|---|
|
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WY | 0.3 |
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Integrity Wealth LLC
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Omega Wealth Management LLC
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|
Birchbrook
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ME | 0.3 |
|
Gretchen Stangier Inc
✚
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OR | 0.3 |