$90.5M Total AUM
$90.5M Disc. AUM
-- 3Y CAGR
2 Employees
46 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- EmberLegacy +more
- Established Date
- 04-18-2016
- Office Locations
- 2
Office Locations
-- Park City UT
-- Scottdale PA
About Innovate Wealth
Innovate Wealth is a fee-only, fiduciary RIA delivering virtual financial planning and ongoing advice nationwide, with no investment minimums. It uses a cloud-based client platform (including RightCapital planning) to reduce paperwork and collaborate securely. When managing portfolios, it is ETF-centric and places assets at a qualified custodian (e.g., Altruist or TD Ameritrade), never taking custody.
Team overview
-- AVG AGE
$45.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
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Asset Classes
Zenith fusion Momentum Horizon horizon Bridge delta Unison
Client Personas
Zenith
Custodian
Prime ridge Alpha Momentum summit Crest Pathway Legacy fusion Momentum Radial capital Glacier
Investment Themes
Ember delta Focus meridian Matrix
Investment Vehicles
Bridge alpha Pathway radial
Services
Bridge Capital Vertex Delta foundation Legacy catalyst Horizon Matrix
Technology
Wave pathway Signal eagle Frontier frontier
Owner & Executives
STEVEN JAMES SIVAK
Managing Partner
- CRD
- #5244147
- Ownership
- 75% or more
(640) 866-8108
ridge.crest@optimacapital.com
in linkedin.com/in/horizon-north
Showing 1 of 1 owners & executives
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T
TODD MICHAEL PIERCE
--
- CRD
- #4142531
(637) 866-8234
prime.vector@glaciercapital.com
in linkedin.com/in/bridge-pathway
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,500,000
Equity - Exchange:
31.2% Municipal Bonds:
17.2% U.S. Government/Agency:
26.7% Corporate - Investment Grade:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,149,580,895 | 31.2% |
| Municipal Bonds | $633,743,314 | 17.2% |
| U.S. Government/Agency | $983,775,958 | 26.7% |
| Corporate - Investment Grade | $917,453,984 | 24.9% |
| Total | $3,684,554,151 | 100.0% |