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INNOVATIVE ADVISORY PARTNERS, LLC

HIXSON, TN · CRD 156135 · IAPD ↗ · 423-870-2140

$352.1MRegulatory AUM
6Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — INNOVATIVE ADVISORY PARTNERS, LLC reported RAUM up 35% ($260.4M -> $352.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — INNOVATIVE ADVISORY PARTNERS, LLC reported RAUM up 31% ($198.8M -> $260.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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