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Innovative Wealth Building Logo
Innovative Wealth Building CB Rank
1252561
Heat Score
47
Innovative Wealth Building provides financial planning, retirement planning, investment management, and cash flow planning services.
Founded
obfuscation
Private California, Maryland, United States11-50 innovativewealthbuilding.com
Consulting
Financial Services
Wealth Management
Overview

Innovative Wealth Building
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Innovative Wealth Building

CB Rank
1252561
Innovative Wealth Building provides financial planning, retirement planning, investment management, and cash flow planning services.
Founded
obfuscation
Private California, Maryland, United States11-50 innovativewealthbuilding.com
Consulting
Financial Services
Wealth Management

Key People

  • Warren Brooks Logo
    Warren Brooks: CEO & President
    Past Role: First Command Bank, Financial Planner

Details

Legal Name Innovative Wealth Building, LLC.
Also Known As IWB
Operating Status Active
Company Type For Profit
Phone Number 1 (240) 237-8086
Contact Email yourteam@teamiwb.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that assesses clients' financial situations and goals to create tailored strategies for managing assets, cash flow, and retirement.
Retirement Planning
A service focused on preparing clients for retirement by analyzing current assets, income sources, and future needs to develop sustainable retirement income strategies.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 4

Employee Profiles

News
Technology
View Tech Report

IT Spend

$304.9KThis year, Innovative Wealth Building is projected to spend $304.9K on IT, according to Aberdeen.

Active Website Tech Count

9Innovative Wealth Building is actively using 9 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Innovative Wealth Building's headquarters? Innovative Wealth Building is located in California, Maryland, United States.Who are Innovative Wealth Building's competitors? Alternatives and possible competitors to Innovative Wealth Building may include Creative Planning, Charles Schwab, and  Facet.
Who We Are
What We Do
Helpful Links
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