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).
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Total Assets Under Management8MILLION
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Total Number of Accounts93ACCOUNTS
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Average Account Value$84,241
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
CT, NY, PA, TX
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.
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.
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.