CRD: 298656
Innovative Wealth Management, LLC
$99.1M Total AUM
$99.1M Disc. AUM
-- 3Y CAGR
2 Employees
305 ADV. Clients
7 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime vertexFocus +more
- Established Date
- 10-15-2018
- Office Locations
- 1
Office Locations
960 6TH Street Suite 1 Jesup IA
About Innovative Wealth Management, LLC
Innovative Wealth Management, LLC is an Iowa-based wealth management firm focused on integrated financial and proactive tax planning under one roof, tailoring plans to each client’s situation. The team supports portfolio construction and asset allocation using a mix of mutual funds and ETFs, with custody through Charles Schwab and AssetMark.
Team overview
-- AVG AGE
$49.6M AVG AUM / ADVISOR
$325.1K AVG AUM / CLIENT
7.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Meridian oak Peak Catalyst
Client Personas
Meridian harbor
Custodian
Legacy optima Vital ridge Atlas Horizon vertex
Investment Themes
Radial value Fusion insight
Investment Vehicles
Element delta
Services
Legacy summit Quantum Capital peak Focus fusion Optima Oak Harbor ember Unison
Technology
Legacy Catalyst Vital Wave
Owner & Executives
ZACHARY ALLEN KNUTSON
Certified Financial Planner, Owner
- CRD
- #5736111
- Ownership
- 75% or more
(217) 516-4857
momentum.focus@pioneercapital.com
in linkedin.com/in/vector-fusion
KIMBERLY LYNN HOFFMANN
Chief Compliance Officer, Investment Advisor
- CRD
- #6357368
- Ownership
- Less than 5%
(252) 676-4527
ember.vital@quantumcapital.com
in linkedin.com/in/oak-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,141,744 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,141,744 | -- |
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Separately Managed Accounts
Total SMA Asset: $99,141,744
Public Funds:
24.5% Equity - Exchange:
33.5% Cash:
32.4% Municipal Bonds:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $115,982,383 | 24.5% |
| Equity - Exchange | $158,588,156 | 33.5% |
| Cash | $153,380,784 | 32.4% |
| Municipal Bonds | $45,446,158 | 9.6% |
| Total | $473,397,481 | 100.0% |