# Wealth Innovation

> Wealth Innovation is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.

- CRD: 321716
- Filed as: WEALTH INNOVATION
- Legal name: Wealth Innovation LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321716
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-innovation-321716

## Quick answers

**How is Wealth Innovation compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Innovation reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wealth Innovation registered with the SEC or a state?**
Wealth Innovation is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321716.

**How much does Wealth Innovation manage?**
Wealth Innovation reports $12,705,777 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**What types of clients does Wealth Innovation serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14).

**Does Wealth Innovation 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/321716

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $12,705,777
- Discretionary: $12,705,777
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 14 | $12,705,777 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wealthinnovation.biz](https://wealthinnovation.biz)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Innovation (CRD 321716): Form ADV filing data as of October 2026.