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INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
CRD 324586File 801-127387
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$367.0M
Below cohort median (national)
Discretionary AUM
$285.4M
Non-discretionary $81.6M
Clients
417
711 accounts
Employees
10
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 27, 2023
- Principal office
- 361 ROUTE 202, SOMERS, NY, 10589
- Phone
- 914-427-8036
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $367.0M
- Discretionary AUM
- $285.4M
- Non-discretionary AUM
- $81.6M
- Discretionary accounts
- 704
- Non-discretionary accounts
- 7
- Total accounts
- 711
- AUM per client
- $880K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $82.5M |
| High net worth individuals | 22 | $62.3M |
| Pooled investment vehicles | 8 | $138.0M |
| Individuals (other than high net worth individuals) | 369 | $84.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.