$500.0K Total AUM
$500.0K Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-08-2010
- Office Locations
- 1
Office Locations
4970 SW Main AVE Suite 100 Beaverton OR
About Innovator Wealth Advisor, LLC
Innovator Wealth Advisor, LLC is an independent, fee-based RIA providing comprehensive financial planning and wealth management for professionals, business owners, and retirement-focused clients. CFP®/CPA-led, the firm builds tailored investment and retirement strategies with portfolios heavily oriented to ETFs alongside investment-grade bonds and cash. Offices in Georgetown, TX and Beaverton, OR; custodies through Altruist.
Team overview
66 AVG AGE
$500.0K AVG AUM / ADVISOR
$41.7K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
HERBERT S KIM
Chief Compliance Officer, Consultant
- CRD
- #4480433
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing