Data / Investment advisers / Maryland / Innovative Wealth Building LLC
Innovative Wealth Building LLC, California, MD: $657 million AUM, SEC registered investment adviser
Innovative Wealth Building LLC is an SEC registered investment adviser with its main office in California, Maryland and reports $657 million in regulatory assets under management in its Form ADV filed August 24, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 314942
- SEC file number
- 801-121542
- SEC status
- Approved, effective June 21, 2021
- Main office
- 23567 Oak View Drive Suite a, California, MD 20619
- Phone
- (240) 237-8086
- Regulatory AUM
- $657,212,436 in the Form ADV filed August 24, 2026
- Discretionary AUM
- $650,026,264
- Non discretionary AUM
- $7,186,172
- Accounts
- 4,646
- Employees
- 17, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 24, 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 |
|---|---|---|
| High net worth individuals | 203 | $378.5 million |
| Individuals (other than high net worth individuals) | 1,567 | $278.7 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 |
|---|---|---|
| April 1, 2026 | $657.2 million | March 12, 2026 |
| December 1, 2025 | $525 million | October 7, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| VSM Wealth Advisory, LLC | Hunt Valley | $677.5 million | Not listed | adviserinfo.sec.gov |
| Carderock Capital Management, Inc. | Chevy Chase | $677 million | Not listed | adviserinfo.sec.gov |
| Lombard Advisers Incorporated | Baltimore | $669.8 million | Not listed | adviserinfo.sec.gov |
| Calvert Street Capital Partners, Inc. | Towson | $663.1 million | 13 | adviserinfo.sec.gov |
| Williams Asset Management | Columbia | $661.1 million | Not listed | adviserinfo.sec.gov |
| Family Office Research, LLC | Bethesda | $648.2 million | Not listed | adviserinfo.sec.gov |
| Chapin Davis Asset Management | Baltimore | $642.8 million | Not listed | adviserinfo.sec.gov |
| Hussman Strategic Advisors Inc | Ellicott City | $617.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Innovative Wealth Building LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.