Lee
Weinstein
Innovative Wealth Building LLC
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About this Advisor
Lee Weinstein is a financial advisor based in Studio City, California, working with Innovative Wealth Building LLC. Lee has previously held positions at Marcum, Lmw Financial, and Innovative Wealth Building LLC. Lee is registered to provide services in California. Currently, Lee is part of Innovative Wealth Building LLC, which operates out of Studio City, California. The firm has 2 offices and 17 employees. The firm manages assets totaling $418.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Innovative Wealth Building LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Innovative Wealth Building LLC Brokerage Details
$418,720,640
17
3,301
$126,847
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lee Weinstein Work History
Innovative Wealth Building LLC
Lmw Financial
Marcum
Disclosures
Please visit the SEC profile of Lee Weinstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Innovative Wealth Building LLC
California, MD
Studio City, CA
California, MD
California, MD
California, MD
California, MD
California, MD
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