Data / Investment advisers / New York / Innovative Private Wealth Management Inc.
Innovative Private Wealth Management Inc., Somers, NY: $367 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Innovative Private Wealth Management Inc. is an SEC registered investment adviser with its main office in Somers, New York and reports $367 million in regulatory assets under management in its Form ADV filed September 17, 2026. Its clients include pooled investment vehicles, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 8 private funds.
The request: Watch Innovative Private Wealth Management Inc. (CRD number 324586): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 324586
- SEC file number
- 801-127387
- SEC status
- Approved, effective February 27, 2023
- Main office
- 361 Route 202, Somers, NY 10589
- Phone
- (914) 427-8036
- Website
- innovativeinvestmentmanagement.com
- Regulatory AUM
- $367,006,766 in the Form ADV filed September 17, 2026
- Discretionary AUM
- $285,370,757
- Non discretionary AUM
- $81,636,009
- Accounts
- 711
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 8: 5 private equity funds, 2 other private funds, 1 venture capital fund
- Gross assets of private funds
- $137,970,000
- Other offices
- 8
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $138 million |
| Individuals (other than high net worth individuals) | 369 | $84.2 million |
| Corporations or other businesses | 18 | $82.5 million |
| High net worth individuals | 22 | $62.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $367 million | April 20, 2026 |
| December 1, 2025 | $118.3 million | November 13, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Summit Rock Advisors, LP | New York | $26.18 billion | 21 | adviserinfo.sec.gov |
| Fred Alger Management, LLC | New York | $26.14 billion | 2 | adviserinfo.sec.gov |
| Blue Owl Insurance Solutions | New York | $25.84 billion | Not listed | adviserinfo.sec.gov |
| Agl Credit Management LLC | New York | $25.80 billion | 53 | adviserinfo.sec.gov |
| Pretium Single-Family Rental Manager III, LLC | New York | $25.71 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving individuals
- Advisers that manage private funds
- Innovative Private Wealth Management Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.