INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
Latest filing: May 07, 2025 (52 days ago)
AUM
$118,258,916
15% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
7
75% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SOMERS, NY
361 ROUTE 202, SOMERS, NY, UNITED STATES, 10589
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 365 | $0.1 |
| Average Individual AUM | $230,388 | |
| HNW | 14 | $0.0 |
| Average HNW AUM | $2,076,233 | |
| Retail Total | 379 | $0.1 |
| Average Retail AUM | $298,572 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.0 |
| EQUITY TRUST COMPANY | WESTLAKE-OH-USA | $0.0 |
| KINGDOM TRUST | MURRAY-KY-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 68% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 9% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 13% | $0.0 |
| Cash | 8% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BROADSTREET FAMILY OFFICE LLC | $0.0 | 329496 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PAUL PIZZUTI | SOMERS | NY | S66|2014-06-21 | CERTIFIED FINANCIAL PLANNER | |||||
| TATIANA TSOIR | SOMERS | NY | S65|2019-10-21 | ||||||
| MARK REINSTEIN | SOMERS | NY | S63|1986-05-30|S66|2001-02-19 | ||||||
| NICHOLAS MANCINI | SOMERS | NY | S65|2023-01-28 | ||||||
| DEBINDER DESHMUKH | SOMERS | NY | S63|2011-08-16|S66|2015-12-08 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.1 | $0.0 | 0% | 7 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 7 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 15% | 4 | 3 | 75% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 1 | 6 | 600% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, CT-01/04/2024, FL-08/22/2023, GA-06/13/2023, IN-01/04/2024, NJ-01/04/2024, NY-02/27/2023, PA-01/04/2024, SC-06/13/2023, TX-06/13/2023, WA-01/04/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV