Innovative Wealth Building LLC

CRD 314942 · California, MD · $657.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 314942
SEC number: 801-121542
Firm type: RIA
Assets under management: $657.2M as of Jun 2, 2026
Website: www.innovativewealthbuilding.com ↗
Phone: 240-237-8086
Address: 23567 Oak View Drive, California, MD, 20619

Advisors at this firm

9 in our index · page 1 of 1

Coy D BaldwinCRD 7706840 · California, MD

IA Registered
Warren P BrooksCRD 4020489 · California, MD

IA RegisteredRegistration inactive
Joseph Tyler ChavelCRD 7313651 · California, MD

IA Registered
Jennifer Brooks HillCRD 5753954 · California, MD

IA RegisteredRegistration inactive
Carman Michael KubandaCRD 7193096 · Fort Worth, TX

IA RegisteredRegistration inactive
Terry Everett ParhamCRD 5924439 · Houston, TX

IA RegisteredRegistration inactive
Kennah G ParhamCRD 6561550 · Houston, TX

IA RegisteredRegistration inactive
Vincent J PetrilloCRD 8201862 · California, MD

IA Registered
Lee WeinsteinCRD 7851864 · Studio City, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.