Asset manager · Denver, CO
Innovest Portfolio Solutions LLC
SEC-registered investment adviser · CRD 106110 · SEC 801-51483
At a glance
Innovest Portfolio Solutions LLC is an SEC-registered investment adviser based in Denver, Colorado, with $0 in regulatory assets under management as of its Form ADV filed April 1, 2026. It reports 192 individual clients. By Form ADV it is a asset manager, ranked 2,597th of 3,218 asset managers and 16,573rd of 17,210 SEC-registered advisers by assets.
Main office 303-694-1900innovestinc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #2,597 of 3,218
- Rank among all SEC RIAs
- #16,573 of 17,210
- Rank in Colorado
- #353 of 359
- Individual clients
- 192
- High-net-worth clients
- 178
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 63
- Advisory staff
- 30
- Offices
- 4
Owners and executives on its Form ADV
- Richard M. ToddCEO
- Wendy J. DominguezPresident
- Peter J. MustianChief Operating Officer
- Pamela CruzChief Compliance Officer
Custody and brokerage
Custodian
Innovest Portfolio Solutions LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 14 | $0M | – |
| High-net-worth individuals | 178 | $0M | – |
| Pension and profit sharing plans | 87 | $0M | – |
| Charitable organizations | 106 | $0M | – |
| State or municipal government entities | 82 | $0M | – |
Disciplinary disclosures
Innovest Portfolio Solutions LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗innovestinc.com ↗
AtlasMembers
The full record on Innovest Portfolio Solutions LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 626 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Innovest Portfolio Solutions LLC manage?
Innovest Portfolio Solutions LLC reports $0 in regulatory assets under management, on its Form ADV filed April 1, 2026.
What kind of firm is Innovest Portfolio Solutions LLC?
Innovest Portfolio Solutions LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Innovest Portfolio Solutions LLC’s clients?
By assets, its largest client types are individuals ($0, 14 clients); high-net-worth individuals ($0, 178 clients); pension and profit sharing plans ($0, 87 clients).
Does Innovest Portfolio Solutions LLC have any disciplinary history?
Innovest Portfolio Solutions LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Innovest Portfolio Solutions LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →