Innovative Wealth Building LLC

Innovative Wealth Building LLC (CRD# 314942) is a financial advisory firm headquartered in California, MD. They manage $418,720,640 in 3,301 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
23567 Oak View Drive, Suite A, California, MD 20619
https://www.linkedin.com/company/innovativewealthbuilding/
By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    3,301
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NC, NE, PA, SC, TN, TX, VA, WA

Financial Advisors at Innovative Wealth Building LLC
Showing 1 - 6 of 6 top financial advisors.
1
Warren Brooks, financial advisor California MD
Warren P. Brooks
CRD#: 4020489
23567 Oak View Drive, Suite A, California, MD 20619

Warren Brooks (CRD# 4020489) is an Investment Advisor Representative working at Innovative Wealth Building LLC in California, MD and has over 18 years of experience in the finance industry.

2
Jennifer Hill, financial advisor California MD
Jennifer B. Hill
CRD#: 5753954
23567 Oak View Drive, Suite A, California, MD 20619

Jennifer Hill (CRD# 5753954) is an Investment Advisor Representative working at Innovative Wealth Building LLC in California, MD and has over 8 years of experience in the finance industry.

3
Kennah Parham, financial advisor California MD
Kennah G. Parham
CRD#: 6561550
23567 Oak View Drive, Suite A, California, MD 20619

Kennah Parham (CRD# 6561550) is an Investment Advisor Representative working at Innovative Wealth Building LLC in California, MD and has over 8 years of experience in the finance industry.

4
Terry Parham, financial advisor California MD
Terry E. Parham
CRD#: 5924439
23567 Oak View Drive, Suite A, California, MD 20619

Terry Parham (CRD# 5924439) is an Investment Advisor Representative working at Innovative Wealth Building LLC in California, MD and has over 11 years of experience in the finance industry.

5
Coy Baldwin, financial advisor California MD
Coy D. Baldwin
CRD#: 7706840
23567 Oak View Drive, Suite A, California, MD 20619

Coy Baldwin (CRD# 7706840) is an Investment Advisor Representative working at Innovative Wealth Building LLC in California, MD and has 1 year of experience in the finance industry.

6
Ellen Knipe, financial advisor California MD
Ellen M. Knipe
CRD#: 6309299
23567 Oak View Drive, Suite A, California, MD 20619

Ellen Knipe (CRD# 6309299) is an Investment Advisor Representative working at Innovative Wealth Building LLC in California, MD and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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