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INNOVATION PARTNERS LLC

CHARLOTTE, NC · CRD 146344 · IAPD ↗ · innovationpartnersllc.com · 704-708-5461

$21.7MRegulatory AUM
1Advisory reps
305Employees
0Clients
0Planning clients
0Private funds
40States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — INNOVATION PARTNERS LLC shrank from 2 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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