Innovative Private Wealth Management
40yrs
Top advisor by experience at Innovative Private Wealth Management
About the firm
A registered investment advisory firm based in Somers, New York, with about 8 offices. It manages about $367 million for roughly 391 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$374,821
Assets under management ?$367 million
Individual clients391
Median years of experience17
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Innovative Private Wealth Management
12Advisors
17Median years of experience
3States with offices
8Offices
Also known as
Broadstreet Global Advisors, Inc. · Innovative Investment Management · Broadstreet Global Financial Advisors, Inc.
About Innovative Private Wealth Management
How do I contact Innovative Private Wealth Management?
Call the main office at 914-427-8036. The main office is at 361 Route 202, Somers, NY 10589.
How is Innovative Private Wealth Management paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Innovative Private Wealth Management offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Innovative Private Wealth Management?
We list 12 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.