INNOVATIVE FINANCIAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $105.3M |
| Discretionary | $105.3M100% of AUM |
| Client Accounts | 85 |
| Avg Account Size | $1.2M |
| Employees | 3 |
| Peak AUM | $105.3MJan 2026 |
AUM by Client Type
Total AUM
$105M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $105M | 0.0% | — | — | — |
| Discretionary AUM | $105M | 0.0% | |||
Key Metrics
| Total AUM | $105.3M |
| Discretionary | $105.3M |
| Employees | 3 |
| Client Accounts | 85 |
| Client Range | 51-100 |
Contact & Location
Address
355 SOUTH TELLER STREET
LAKEWOOD CO 80226
Phone
(303) 275-7170
Filing History
2 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$105M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported