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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Innovative Wealth Building LLC
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|---|---|
| CRD # | 314942 |
| SEC # | 801-121542 |
| CIK # | 0002062596 |
| AUM | $525.0 M (2025-03-07) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Phone | 240-237-8086 |
| Address | 23567 Oak View Drive California, MD 20619 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.3 | ||
| Dominion Resources Inc /VA/ | 0.9 | ||
| Apple Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,359 | 342.9 |
| (b) Individuals (high net worth individuals) | 101 | 182.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,877 | 525.0 |
| By Discretionary | ||
| Discretionary | 3,741 | 506.6 |
| Non-Discretionary | 136 | 18.4 |
| Total | 3,877 | 525.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 525.0 | |
| Total | 3,877 | 525.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002062596] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Red Lighthouse Investment Management LLC
✚
|
0.5 | |
|
GEM Asset Management LLC
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|
MI | 0.5 |
|
Lawrence W Kelly & Associates Inc
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CA | 0.5 |
|
Fortem Financial Group LLC
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CA | 0.5 |
|
Tortuga Advisers LLC
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|
CA | 0.5 |
|
The JUNK Investment Group LLC
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|
MD | 0.5 |
|
Richardson Capital Management LLC
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|
WI | 0.5 |
|
Kennerman Associate Inc
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|
NY | 0.5 |
|
M Kraus & Company
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|
VT | 0.5 |
|
Benin Management Corp
✚
|
0.5 |