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INNOVEST PORTFOLIO SOLUTIONS LLC

DENVER, CO · CRD 106110 · IAPD ↗ · innovestinc.com · 303-694-1900

$0Regulatory AUM
30Advisory reps
63Employees
467Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — INNOVEST PORTFOLIO SOLUTIONS LLC notice-filed in IL, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — INNOVEST PORTFOLIO SOLUTIONS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
46
April 2025 — INNOVEST PORTFOLIO SOLUTIONS LLC notice-filed in LA, MI, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — INNOVEST PORTFOLIO SOLUTIONS LLC shrank from 37 to 29 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — INNOVEST PORTFOLIO SOLUTIONS LLC grew from 32 to 37 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.