INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

Somers, United States · CRD 324586

SEC-registered investment adviser since 2023 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$367.0m
Main clients (by assets)Private funds 38%, Individuals 23%, Companies 22%
Private funds8 · $138.0m gross assets
Websiteinnovativeinvestmentmanagement.com
Form ADV · 2026-09-17SEC adviser record

Kindprivate equity, venture
Others nearbySomers, NY, Greenville, SC

As an employer

Staff (Form ADV)10 · 7 in investment roles
Offices in1 country
Private fundsother private 2, private equity 5, venture capital 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Somers, NY (main office)United States	United States	about 4
Greenville, SCUnited States	United States	3

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.