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Innovative Wealth Building LLC

EST. AUM
$657,212,436

CONTACTS

CLIENT ACCOUNTS
4,646

Firm Details

Metro area Washington, DC
CRD Number 314942
Website innovativewealthbuilding.com
Client types

Overview

Innovative Wealth Building (IWB) is an SEC-registered investment advisor with offices in Southern Maryland, Los Angeles, and Dallas-Fort Worth, providing financial planning, retirement planning, investment management, cash flow planning, and protection strategies to individuals and families. The firm is built around a family-focused approach and is committed to helping every person achieve financial independence through customized strategies aligned with each client's best financial interest. IWB supports clients through a dedicated concierge team providing personalized assistance at every stage of the financial planning process.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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