# Innermost Wealth Management, LLC

> Innermost Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 333719
- Filed as: INNERMOST WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333719
- AdvisorCensus page: https://advisorcensus.com/firm/innermost-wealth-management-llc-333719

## Quick answers

**How is Innermost Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Innermost Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Innermost Wealth Management, LLC registered with the SEC or a state?**
Innermost Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333719.

**How much does Innermost Wealth Management, LLC manage?**
Innermost Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 31, 2026.

**Does Innermost Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333719

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- innermostwealth.com
- Facebook @innermostwealth
- Instagram @innermostwealth
- LinkedIn @innermostwealth
- Pinterest @innermostwealth
- X @innermostwealth
- YouTube @innermostwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Innermost Wealth Management, LLC (CRD 333719): Form ADV filing data as of October 2026.