INNOVATIVE WEALTH BUILDING LLC

CALIFORNIA, Maryland·4 registered advisors·CRD# 314942
SEC# 801-1215422240-237-8086
01

Firm Overview

AUM
$419M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INNOVATIVE WEALTH BUILDING LLC

4 registered advisors
Jennifer Brooks Hill
CALIFORNIA, Maryland
Kennah G Parham
CALIFORNIA, Maryland
Terry Everett Parham
CALIFORNIA, Maryland
Warren Paul Brooks
CALIFORNIA, Maryland
05

Office Locations

CALIFORNIA, Maryland
4 advisors

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Data sourced from SEC Form ADV filings. INNOVATIVE WEALTH BUILDING LLC (CRD# 314942) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.