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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- OakInsight alpha +more
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
VINCENT MICHAEL FARASCIANO
Chief Compliance Officer, Managing Member
- CRD
- #3134100
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Thomas Michael Arisco
--
- CRD
- #6677300
Bryan Douglas Ellis
Owner
- CRD
- #7280128
Value quantum
Unison matrix optima
- CRD
- #22326
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
Total SMA Asset: $7,545,930
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,066,035,854 | 35.3% |
| Equity - Exchange | $673,444,746 | 22.3% |
| Cash | $1,280,450,998 | 42.4% |
| Total | $3,019,931,598 | 100.0% |