About Innovative Wealth Building LLC
<p>Working with many families on long-term planning needs, Innovative Wealth Building LLC is an SEC-regulated Registered Investment Adviser with offices in the Los Angeles area (Sherman Oaks), the Washington, DC region (California, Maryland, headquarters), and the Fort Worth metro.</p> <p>The firm provides retirement planning and investment management alongside financial planning and cash flow planning. As of 2026, Innovative Wealth Building reports $0.5B in assets under management.</p> <p>For employers, the firm offers 3(21) fiduciary support, helping sponsors get investment guidance while keeping day-to-day plan decisions in-house. This is a practical fit for organizations that want help reviewing fund lineups, documenting investment choices, and staying consistent with plan goals.</p> <p>What sets the firm apart is its concierge-style service model, with a focus on dedicated support across life stages rather than one-time planning engagements.</p> <ul> <li>Registered Investment Adviser (SEC-regulated)</li> <li>3(21) fiduciary services for retirement plans</li> <li>Financial planning, including cash flow planning</li> <li>Retirement planning and ongoing investment management</li> <li>Multi-office presence across CA, MD, and TX</li> </ul>
Website: https://innovativewealthbuilding.com/
Office Locations
- Sherman Oaks, CA
- California, MD (Headquarters)
- Fort Worth, TX
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $525.0M