INNOVEST PORTFOLIO SOLUTIONS LLC
Latest filing: Apr 09, 2025 (208 days ago)
AUM
$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
-100% change vs. 10 years ago
Employee Count
61
2% change vs. 1 year ago
15% change vs. 3 years ago
33% change vs. 5 years ago
74% change vs. 10 years ago
Main Office
DENVER, CO
7979 E. TUFTS AVE., DENVER, CO, UNITED STATES, 80237
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 14 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 165 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 179 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| TODD, RICHARD, MICHAEL | CEO, MANAGER, MEMBER |
| DOMINGUEZ, WENDY, JO | PRESIDENT, MANAGER, MEMBER |
| FENDER, WILLIAM, EWART | PRINCIPAL |
| MUSTIAN, PETER, JAMES | CHIEF OPERATING OFFICER |
| CRUZ, PAMELA | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
23 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| RICHARD RODGERS | DENVER | CO | S65|2009-04-15 | ||||||
| CLAIRE DELINE | DENVER | CO | S65|2021-05-22 | ||||||
| FRANKLIN CORNETT | DENVER | CO | CERTIFIED FINANCIAL PLANNER | ||||||
| TOMAS JANSSON | DENVER | CO | S65|2003-12-13|S63|2022-01-14 | ||||||
| KYLI SOTO | DENVER | CO | S65|2022-06-16 | ||||||
| WILLIAM FENDER | DENVER | CO | S63|1983-08-10 | ||||||
| ROBERT STEBBINS | DENVER | CO | S63|1997-01-08|S65|1997-01-13 | ||||||
| PAUL NACARIO | DENVER | CO | S63|1991-08-19|S65|2010-03-12 | ||||||
| STEVEN FRALEY | DENVER | CO | CHARTERED FINANCIAL ANALYST | ||||||
| TROY JENSEN | DENVER | CO | S65|2020-08-22 | ||||||
| KRISTY LEGRANDE | DENVER | CO | S63|1998-10-16 | CHARTERED FINANCIAL ANALYST | |||||
| GORDON TEWELL | DENVER | CO | S63|1996-05-09 | CHARTERED FINANCIAL ANALYST | |||||
| WENDY DOMINGUEZ | DENVER | CO | S63|1993-12-14|S65|1996-03-01 | ||||||
| JARED MARTIN | DENVER | CO | S63|2001-03-06 | CERTIFIED FINANCIAL PLANNER | |||||
| AIDAN SMITH | DENVER | CO | S65|2016-03-08 | ||||||
| SYDNEY AESCHLIMANN | DENVER | CO | S65|2023-01-26 | ||||||
| BRETT MINNICK | DENVER | CO | S63|2018-10-03 | CHARTERED FINANCIAL ANALYST | |||||
| ABIGAIL THOMAS | DENVER | CO | S65|2016-12-22 | ||||||
| RICHARD TODD | DENVER | CO | S63|1986-05-29|S65|1992-11-06 | ||||||
| CHERYL WILKS | DENVER | CO | S63|1992-03-23|S65|2019-03-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.0 | $0.0 | 0% | 61 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 61 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 60 | 1 | 2% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 56 | 5 | 9% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 53 | 8 | 15% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 53 | 8 | 15% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 46 | 15 | 33% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 46 | 15 | 33% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 46 | 15 | 33% |
| 2017-04-01 | $0.0 | $0.0 | 0% | 46 | 15 | 33% |
| 2016-04-01 | $12.6 | -$12.6 | -100% | 37 | 24 | 65% |
| 2015-04-01 | $8.9 | -$8.9 | -100% | 35 | 26 | 74% |
| 2014-04-01 | $7.0 | -$7.0 | -100% | 34 | 27 | 79% |
| 2013-04-01 | $4.7 | -$4.7 | -100% | 28 | 33 | 118% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CO, AZ-09/18/2018, CA-06/04/2020, CO-01/01/1999, FL-03/23/2022, LA-03/28/2025, MI-03/28/2025, NY-03/28/2025, TX-03/22/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV