Innovative Wealth Management

Innovative Wealth Management (CRD# 308965) is a financial advisory firm headquartered in , . They manage $7,834,457 in 93 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.iwmadvisory.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $84,241
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY, PA, TX

Financial Advisors at Innovative Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Vincent Farasciano, financial advisor Trumbull CT
Vincent M. Farasciano
CRD#: 3134100
Trumbull, CT

Vincent Farasciano (CRD# 3134100) is an Investment Advisor Representative working at Innovative Wealth Management in Trumbull, CT and has over 25 years of experience in the finance industry.

2
Ronald Ray, financial advisor New Braunfels TX
Ronald D. Ray
CRD#: 6697600
New Braunfels, TX

Ronald Ray (CRD# 6697600) is an Investment Advisor Representative working at Innovative Wealth Management in New Braunfels, TX and has over 7 years of experience in the finance industry.

3
George Kolitsas, financial advisor Trumbull CT
George M. Kolitsas
CRD#: 7327706
Trumbull, CT

George Kolitsas (CRD# 7327706) is an Investment Advisor Representative working at Innovative Wealth Management in Trumbull, CT and has over 3 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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