← Directory
INNOVATIVE FAMILY OFFICE LLC
CRD 329496File 801-129455
APPROVED
Retail clients
Custody
Filing as of Apr 15, 2026
Feed vintage Aug 26, 2026
Regulatory AUM
$65.8M
Bottom 25% of cohort (national)
Discretionary AUM
$65.8M
Clients
276
276 accounts
Employees
8
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 9, 2024
- Principal office
- 361 ROUTE 202, SOMERS, NY, 10589
- Phone
- (914) 427-8036
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $65.8M
- Discretionary AUM
- $65.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 276
- Non-discretionary accounts
- 0
- Total accounts
- 276
- AUM per client
- $238K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $38.2M |
| Individuals (other than high net worth individuals) | 263 | $27.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 25 | 276 | increased by251 |
| Apr 1, 2026 | AUM | $21,515,719 | $65,815,282 | increased by$44,299,563 |
| Apr 1, 2026 | Accounts | 54 | 276 | increased by222 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INNOVATIVE FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INNOVATIVE FAMILY” may also match similarly-named firms). Confirm identity against each filing.
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.