# Innovative Wealth Building LLC
Source: https://planprovider.pro/provider/innovative-wealth-building-llc

> Working with many families on long-term planning needs, Innovative Wealth Building LLC is an SEC-regulated Registered Investment Adviser with offices in the…

Retirement Plan Advisor

California, MD

## 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/](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

## Other Retirement Plan Advisors in MD

- [Tri Bridge Partners](https://planprovider.pro/provider/tri-bridge-partners) - Columbia, MD

- [Kilner Capital Advisors, LLC](https://planprovider.pro/provider/kilner-capital-advisors-llc) - Gaithersburg, MD

- [Maryland Capital Advisors, Inc.](https://planprovider.pro/provider/maryland-capital-advisors-inc) - Chester, MD

- [HUB Retirement and Private Wealth](https://planprovider.pro/provider/hub-retirement-and-private-wealth) - Austin, TX

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

- [Burkholder & Associates, LLC](https://planprovider.pro/provider/burkholder-and-associates-llc) - Chevy Chase, MD

- [Graystone Consulting Of Morgan Stanley Smith Barney LLC](https://planprovider.pro/provider/graystone-consulting-of-morgan-stanley-smith-barney-llc) - New York, NY

- [Stifel, Nicolaus & Company, Incorporated](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) - St. Louis, MO

- [Oliver Wealth Management](https://planprovider.pro/provider/oliver-wealth-management) - Towson, MD

- [Pks Investment Advisors LLC](https://planprovider.pro/provider/pks-investment-advisors-llc) - Salisbury, MD

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/innovative-wealth-building-llc)

&copy; 2026 PlanProvider.Pro