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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-13-2020
- Office Locations
- 2
Office Locations
About Innovative Wealth Management
Innovative Wealth Management is a fee-based RIA focused on retirement planning for hardworking families and blue-collar workers. The firm begins with investment portfolio analysis and construction using Riskalyze’s Risk Number® technology, including stress testing and risk/reward reviews, then coordinates planning across Social Security, Medicare, and estate planning to keep clients on track for retirement goals.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 79 clients, or 19.8 clients per representative. That equates to $95.5K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
VINCENT MICHAEL FARASCIANO
Chief Compliance Officer, Managing Member
- CRD
- #3134100
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Thomas Michael Arisco
--
- CRD
- #6677300
Bryan Douglas Ellis
Owner
- CRD
- #7280128
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,545,930 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,545,930 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Innovative Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.