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Lee Weinstein

Innovative Wealth Building LLC

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About Lee Weinstein

Lee Weinstein is a registered Investment Advisor Representative for Innovative Wealth Building LLC. Lee has been in the financial services industry since January 2013. Lee holds both Series 65 and 66 licenses, and is licensed to provide financial advice in California. The advisor has been with Innovative Wealth Building LLC since January 2024. Lee specializes in providing financial planning and portfolio management for individuals and has an estimated $418,720,640 in assets under management.

Firm Information

Lee Weinstein is currently registered with Innovative Wealth Building LLC. Innovative Wealth Building LLC is an investment advisory firm with offices in CALIFORNIA, MD. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm has $418,720,640 in regulatory assets under management and 3,301 total accounts. They participate in wrap fee programs.
Innovative Wealth Building LLC

23567 OAK VIEW DRIVE

CALIFORNIA, MD 20619

$418.72M

Assets Under Management

5

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lee Weinstein’s Registration & Firm History

MD

04/30/2024 - Present

Innovative Wealth Building LLC (CALIFORNIA MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lee Weinstein.
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