Innovative Wealth Partners, LLC

Innovative Wealth Partners, LLC (CRD# 170929) is a financial advisory firm headquartered in Palm Desert, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Performance-based fees
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
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 Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard A. Balance
CRD#: 6324182
74-967 Sheryl Ave, Suite 6, Palm Desert, CA 92260
89
Wealthminder
score

Richard Balance (CRD# 6324182) is an Investment Advisor Representative working at Innovative Wealth Partners, LLC in Palm Desert, CA and has over 3 years of experience in the finance industry.

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