Innovest Portfolio Solutions Llc
SEC-registered
Investment Adviser
CRD 106110
· SEC file 801-51483
· Denver, CO
· WWW.INNOVESTINC.COM
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ADV data as of Apr 01, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 467
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 63
AUM over time
$4.1B
$12.6B
Dec 2011
Dec 2015
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $0 | — |
| High net worth individuals | 178 | $0 | — |
| Banking or thrift institutions | Fewer than 5 clients | $0 | — |
| Pension and profit sharing plans | 87 | $0 | — |
| Charitable organizations | 106 | $0 | — |
| State or municipal government entities | 82 | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $0 | — |
| Other | Fewer than 5 clients | $0 | — |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| The Weld Trust EIN 742358522 | Greeley, CO | 12/31/2024 |
| University Of Northern Colorado Foundation Inc EIN 846044833 | Greeley, CO | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Michael Todd | Ceo | Jul 1996 (30y) | ≈ 37.5% – 75% via Innovest Holdings, Inc. | |
| Wendy Jo Dominguez | President | Jul 1996 (30y) | ≈ 18.75% – 50% via Innovest Holdings, Inc. | |
| Fender, William, Ewart | Principal | Jan 2002 (25y) | Less than 5% | |
| Peter James Mustian | Chief Operating Officer | May 2012 (14y) | Less than 5% | |
| Cruz, Pamela | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Gordon Kennedy Tewell | Registered representative | CFA | Nov 2011 (15y) | |
| Aidan Sloan Smith | Registered representative | Mar 2016 (10y) | ||
| Jared A Martin | Registered representative | CFP | Jun 2016 (10y) | |
| Robert Walton Stebbins | Registered representative | Jun 2020 (6y) | ||
| Richard Anthony Rodgers | Registered representative | Jul 2020 (6y) | ||
| Troy Thomas Jensen | Registered representative | Aug 2020 (6y) | ||
| Dustin Wayne Roberts | Registered representative | Oct 2020 (6y) | ||
| Franklin Dwayne Cornett | Registered representative | CFP | Mar 2022 (4y) | |
| Kyli Mikiko Soto | Registered representative | Jun 2022 (4y) | ||
| Sydney Nicole Aeschlimann | Registered representative | Jan 2023 (4y) | ||
| Tomas Erik Jansson | Registered representative | Oct 2023 (3y) | ||
| Christian Strauss O'dwyer | Registered representative | CFA | Dec 2023 (3y) | |
| Kristy Beth Le Grande | Registered representative | CFA | Jan 2025 (2y) | |
| Steven Andrew Karsh | Registered representative | May 2025 (1y) | ||
| Cheryl Kostka Wilks | Registered representative | Jan 2026 (1y) | ||
| Wyck Joseph Brown | Registered representative | CFA | Feb 2026 (0y) | |
| Amy Susan Hanophy | Registered representative | Feb 2026 (0y) | ||
| Zachary Pitman | Registered representative | Jun 2026 (0y) | ||
| Eric Thomas Koeplin | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Innovest Holdings, Inc. | Member | Jan 2002 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Richard Michael Todd: 50% – 75% of Innovest Holdings, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Wendy Jo Dominguez: 25% – 50% of Innovest Holdings, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (19)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Swisslog Retirement Income Plan For Salaried Employees | Translogic Corporation | 72 | $7.2M | 04/01/2024 |
| Orient Bancorporation Employee Retirement Plan | Bank Of The Orient | 89 | $26.2M | 01/01/2024 |
| Aeon School 401 (K) Plan | Online Education Platform, Llc | 64 | $13.6M | 01/01/2024 |
| The Western Union Company Incentive Savings Plan | The Western Union Company | 1,368 | $447M | 01/01/2024 |
| Media News Group Retirement/Savings Plan | Media News Group, Inc. | 2,648 | $335M | 01/01/2024 |
| Santa Ynez Band Of Chumash Indians 401(k) Plan | Santa Ynez Band Of Chumash Indians | 2,416 | $144M | 01/01/2024 |
| Dysons Inc. 401 K Plan | Dysons Inc. | 234 | $6.9M | 01/01/2024 |
| Contec, Llc 401(k) Profit Sharing Plan | Contec, Llc | 109 | $9.3M | 01/01/2024 |
| Xanterra Parks & Resorts, Inc. Employee Savings Plan | Xanterra Parks & Resorts, Inc. | 2,504 | $115M | 01/01/2024 |
| Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust | Jacksonville Orthopaedic Institute, Inc. | 388 | $80.9M | 01/01/2024 |
| Hall & Evans, Llc Employee Savings Plan | Hall & Evans, Llc | 223 | $45.3M | 01/01/2024 |
| Mercy Housing, Inc. 403(b) Plan | Mercy Housing, Inc. | 1,695 | $96.4M | 01/01/2024 |
| Flood & Peterson Insurance, Inc. Profit Sharing Plan | Flood & Peterson Insurance, Inc. | 102 | $21.0M | 01/01/2024 |
| Vitamin Cottage Employee 401(k) Plan | Vitamin Cottage Natural Food Markets, Inc. | 3,904 | $62.2M | 01/01/2024 |
| The Rmh Group, Inc. Employee Savings 401(k) Plan | The Rmh Group, Inc. | 72 | $18.6M | 01/01/2024 |
| Logitech 401(k) Plan | Logitech Inc. | 1,170 | $360M | 01/01/2024 |
| Brownstein Hyatt Farber Schreck Retirement Plan | Brownstein Hyatt Farber Schreck, Llp | 568 | $248M | 01/01/2024 |
| Amax Profit Sharing 401(k) Plan | Amax Engineering Corporation | 136 | $25.7M | 01/01/2024 |
| Fortinet Inc. 401(k) Plan | Fortinet, Inc. | 4,052 | $629M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (2)
| Organization | Type | Assets | As of |
|---|---|---|---|
| The Weld Trust | Public charity | $579M | 12/31/2024 |
| University Of Northern Colorado Foundation Inc | Public charity | $195M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗