Innovative Wealth Building Llc
- Regulatory AUM
- $657M
- Discretionary
- $650M
- Clients
- 1,770
- Avg AUM / client
- $371K
- Accounts
- 4,646
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,567 | $279M | 42.4% |
| High net worth individuals | 203 | $378M | 57.6% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Terry Everett Parham | Managing Member & Chief Compliance Officer | CFP Chartered Financial Consultant | Mar 2021 (5y) | 25% – 50% |
| Jennifer Brooks Hill | Managing Partner | Jul 2021 (5y) | 25% – 50% | |
| Kennah G Parham | Managing Partner | CFP Chartered Financial Consultant | Jul 2021 (5y) | 25% – 50% |
| Warren P Brooks | President & Ceo | Jul 2021 (5y) | 25% – 50% | |
| Carman Michael Kubanda | Registered representative | Jun 2023 (3y) | ||
| Lee Weinstein | Registered representative | Apr 2024 (2y) | ||
| Joseph Tyler Chavel | Registered representative | Oct 2024 (2y) | ||
| Coy D Baldwin | Registered representative | Jan 2025 (2y) | ||
| Vincent J Petrillo | Registered representative | Dec 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1010 KB | 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $657M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗