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INNOVATIVE PORTFOLIOS LLC

INDIANAPOLIS, IN · CRD 281382 · IAPD ↗ · 317-689-6450

$784.6MRegulatory AUM
12Advisory reps
14Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
December 2025 — INNOVATIVE PORTFOLIOS LLC (INDIANAPOLIS, IN) left the SEC roster (was $784.6M RAUM, 12 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2025 — INNOVATIVE PORTFOLIOS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — INNOVATIVE PORTFOLIOS LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
April 2024 — INNOVATIVE PORTFOLIOS LLC reported RAUM up 30% ($590.7M -> $767.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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