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INNOVATIVE FINANCIAL, LLC

LAKEWOOD, CO · CRD 127469 · IAPD ↗ · (303) 275-7170

$105.3MRegulatory AUM
1Advisory reps
3Employees
1Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — INNOVATIVE FINANCIAL, LLC (LAKEWOOD, CO) is newly SEC-registered with $105.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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