LW
Lee Weinstein
INNOVATIVE WEALTH BUILDING
Studio City, CA 91604
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CRD#: 7851864
LW
Professional summary
Lee Weinstein is a registered financial advisor currently at INNOVATIVE WEALTH BUILDING LLC located in Studio City, California.
Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Lee has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lee Weinstein's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 30, 2024 - Present
INNOVATIVE WEALTH BUILDING LLC
Office #1: 4413 Coldwater Canyon Ave, Studio City, CA 91604RIA
CRD#: 314942
Studio City, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INNOVATIVE WEALTH BUILDING LLC
INNOVATIVE WEALTH BUILDING LLC
CRD#: 314942 / SEC#: 801-121542
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/30/2024)
Exams
Current Firm
IW
INNOVATIVE WEALTH BUILDING LLC
INNOVATIVE WEALTH BUILDING LLC
CRD#: 314942 / SEC#: 801-121542
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)PREMIUM
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Contact information
Main Address
23567 Oak View Drive Suite A, California, MD 20619
Mailing Address
Phone number
(240) 237-8086
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,646 |
| AUM (Assets Under Management) | $ 657,212,436 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
