Inovest Wealth Management, LLC

Inovest Wealth Management, LLC (CRD# 147229) is a financial advisory firm headquartered in Prairie Village, KS. They manage $43,578,658 in 220 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $198,085
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

KS, MO, TX

Financial Advisors at Inovest Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy C. Womack
CRD#: 2981332
7301 Mission Road, Suite 338, Prairie Village, KS 66208
96
Wealthminder
score

Timothy Womack (CRD# 2981332) is an Investment Advisor Representative working at Inovest Wealth Management, LLC in Prairie Village, KS and has over 8 years of experience in the finance industry.

2
Behnam Javaheri
CRD#: 2417199
7301 Mission Road, Suite 338, Prairie Village, KS 66208
93
Wealthminder
score

Behnam Javaheri (CRD# 2417199) is an Investment Advisor Representative working at Inovest Wealth Management, LLC in Prairie Village, KS and has over 22 years of experience in the finance industry.

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