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Innovative Wealth Building LLC

Innovative Wealth Building LLC. CRD 314942

Innovative Wealth Building LLC logo

CRD: 314942

Innovative Wealth Building LLC

California, MD, 20619
2402378086
innovativewealthbuilding.com
$657.2M Total AUM
$650.0M Disc. AUM
24.7% 3Y CAGR
17 Employees
1,773 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Unison harborCapital
Established Date
06-21-2021
Office Locations
4

Office Locations

23567 OAK View Drive Suite A California MD
4413 Coldwater Canyon AVE Studio City CA
-- Fort Worth TX

About Innovative Wealth Building LLC

Innovative Wealth Building LLC is a retail-focused RIA providing financial planning, investment planning, portfolio construction, and insurance/life coverage support, including business succession planning. Portfolios commonly use public funds, ETFs, mutual funds, and index strategies, with exposure themes that can include fixed income, real estate, and digital assets. Custody includes Charles Schwab; the team uses HubSpot and SmartAsset.

Team overview

37 AVG AGE
$82.2M AVG AUM / ADVISOR
$370.7K AVG AUM / CLIENT
3.5 yrs AVG TENURE
17 Employees
8 Advisory Reps
8 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Bridge frontier Matrix Atlas peak Delta optima

CRM

Prime horizon

Custodian

North horizon

Investment Themes

Atlas beacon Element pioneer Vector

Investment Vehicles

Vertex Meridian

Services

Glacier summit Summit atlas Bridge Horizon Timber Timber

Technology

Signal vertex Pathway ember

Owner & Executives

Warren P Brooks

Warren P Brooks

Chief Executive Officer, Financial Planner, President

CRD
#4020489
Ownership
25% but less than 50%
(830) 247-8476
prime.foundation@ridgecapital.com
in linkedin.com/in/catalyst-legacy
J

Jennifer Brooks Hill

Advisor, Managing Partner

CRD
#5753954
Ownership
25% but less than 50%
(472) 638-4835
frontier.summit@primecapital.com
in linkedin.com/in/timber-matrix
F

Frontier vertex

Element oak unison

CRD
#32918
Ownership
43.6%
(888) 666-1273
bridge.quantum@fusioncapital.com
in linkedin.com/in/unison-eagle

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Contacts

Coy D Baldwin

Coy D Baldwin

Financial Advisor

CRD
#7706840
(818) 252-6621
value.vertex@glaciercapital.com
in linkedin.com/in/prime-pioneer
J

Joseph Tyler Chavel

--

CRD
#7313651
(780) 684-3895
pioneer.prime@northcapital.com
in linkedin.com/in/alpha-foundation
F

Foundation summit

Ember vital

CRD
#51504
(909) 299-7353
oak.radial@harborcapital.com
in linkedin.com/in/atlas-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-12-2022
12-21-2023
09-13-2024
10-07-2025
06-02-2026
Category Assets AVG. Account size
Discretionary $650,026,264 $143,241
Non-Discretionary $7,186,172 $66,539
Total $657,212,436 $141,458

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Separately Managed Accounts

Total SMA Asset: $657,212,436

$657.2M Total SMA
Public Funds:
20.9%
Equity - Exchange:
14.8%
Cash:
35.0%
Municipal Bonds:
29.3%
Asset class Assets Assets %
Public Funds $1,112,389,416 20.9%
Equity - Exchange $787,720,735 14.8%
Cash $1,862,853,089 35.0%
Municipal Bonds $1,559,474,156 29.3%
Total $5,322,437,396 100.0%

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