Innovative Private Wealth Management Inc.
- Regulatory AUM
- $367M
- Discretionary
- $285M
- Clients
- 417
- Avg AUM / client
- $880K
- Accounts
- 711
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 369 | $84.2M | 22.9% |
| High net worth individuals | 22 | $62.3M | 17.0% |
| Pooled investment vehicles (non-investment companies) | 8 | $138M | 37.6% |
| Corporations and other businesses | 18 | $82.5M | 22.5% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Broad Street Global Partners Llc | Other Private Fund | Delaware | $0 | 0 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Joeseph Mancini | President / Chief Compliance Officer | Jan 2023 (4y) | 75% or more | |
| Mark Reinstein | Registered representative | Jun 2023 (3y) | ||
| Tatiana Tsoir | Registered representative | Apr 2024 (2y) | ||
| Paul Dominic Pizzuti | Registered representative | CFP | Feb 2025 (1y) | |
| Sunil Kumar Handa | Registered representative | Jun 2025 (1y) | ||
| Harrison Strong Horton | Registered representative | Oct 2025 (1y) | ||
| Debinder Deshmukh | Registered representative | Mar 2026 (0y) | ||
| Jon Philip Pecorella | Registered representative | May 2026 (0y) | ||
| Lincoln Adrian Dacosta | Registered representative | Jul 2026 (0y) | ||
| Paul Bennett Plesser | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Broad Street Global Partners Llc | Other Private Fund | $0 | $50.0K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 2.65 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $220M (60% of AUM) May 2026
- Valley National Bank $138M (38% of AUM) May 2026
- Equity Trust Company $27.2M (23% of AUM) Mar 2026
- Kingdom Trust Company $5.6M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗