Lee
Weinstein

Innovative Wealth Building LLC

CRD#7851864
Investment Advisor
in Studio City, CA

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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

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4413 Coldwater Canyon Ave
Studio City, CA 91604

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Innovative Wealth Building LLC Brokerage Details

Total Assets Under Management

$418,720,640

CA Average: $6,889,882,315
Total Number of Employees

17

CA Average: 45
Total Number of Accounts

3,301

CA Average: 765
Average Account Size

$126,847

CA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Lee Weinstein Work History

2024 - Present (0 year)

Innovative Wealth Building LLC

2013 - Present (11 years)

Lmw Financial

2015 - 2017 (2 years)

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

Kennah Parham
California, MD
Terry Parham
California, MD
Lee Weinstein
Studio City, CA
Carman Kubanda
California, MD
Jennifer Hill
California, MD
Coy Baldwin
California, MD
Warren Brooks
California, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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