← Tributary

INNOVATION X ADVISORS

ROCKVILLE, MD · CRD 322292 · IAPD ↗ · 2402231988

$4.52BRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
20Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — INNOVATION X ADVISORS reported RAUM up 146% ($1.83B -> $4.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2025 — INNOVATION X ADVISORS reported RAUM up 35% ($1.36B -> $1.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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