Innovative Wealth Advisors LLC

Innovative Wealth Advisors LLC (CRD# 175324) is a financial advisory firm headquartered in Encino, CA. They manage $9,737,185 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $324,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Innovative Wealth Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Muhammad Z. Aziz
CRD#: 5133852
16030 Ventura Blvd., Suite 300, Encino, CA 91436
93
Wealthminder
score

Muhammad Aziz (CRD# 5133852) is an Investment Advisor Representative working at Innovative Wealth Advisors LLC in Encino, CA and has over 5 years of experience in the finance industry.

2
Jerome A. Ward
CRD#: 5801723
16030 Ventura Blvd., Suite 300, Encino, CA 91436
93
Wealthminder
score

Jerome Ward (CRD# 5801723) is an Investment Advisor Representative working at Innovative Wealth Advisors LLC in Encino, CA and has over 7 years of experience in the finance industry.

3
Michael M. Eisenberg
CRD#: 4942552
16030 Ventura Blvd., Suite 300, Encino, CA 91436
87
Wealthminder
score

Michael Eisenberg (CRD# 4942552) is an Investment Advisor Representative working at Innovative Wealth Advisors LLC in Encino, CA and has 1 year of experience in the finance industry.

4
Michael N. Miller
CRD#: 5801724
16030 Ventura Blvd., Suite 300, Encino, CA 91436
87
Wealthminder
score

Michael Miller (CRD# 5801724) is an Investment Advisor Representative working at Innovative Wealth Advisors LLC in Encino, CA and has 1 year of experience in the finance industry.

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