Overview
Assets Under Management: $105 million
Headquarters: LAKEWOOD, CO
High-Net-Worth Clients: 61
Average Client Assets: $1.3 million
Frequently Asked Questions
INNOVATIVE FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127469), INNOVATIVE FINANCIAL, LLC is subject to fiduciary duty under federal law.
INNOVATIVE FINANCIAL, LLC is headquartered in LAKEWOOD, CO.
INNOVATIVE FINANCIAL, LLC serves 61 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, INNOVATIVE FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
INNOVATIVE FINANCIAL, LLC manages $105 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, INNOVATIVE FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.80%
Average Client Assets: $1.3 million
Total Client Accounts: 85
Discretionary Accounts: 85
Regulatory Filings
CRD Number: 127469
Filing ID: 2050040
Last Filing Date: 2026-02-04 15:56:46