Investment adviser · CRD 324586

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

Investment adviser filing (IA)

SOMERS, NY, United States · Form ADV filed Sep 17, 2026

Regulatory AUM: $367M
Client accounts: 711
Employees: 10
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	8	$137,969,599	37.6%
Individuals	369	$84,224,680	22.9%
Corporations & businesses	18	$82,482,069	22.5%
High-net-worth individuals	22	$62,330,418	17.0%

Filing source

Form ADV 2133268 · Sep 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

INNOVATIVE DEVELOPMENT FUNDS LLCOther Private Fund · Last reported Sep 17, 2026$59.7MGross asset value

Form D fundraising filings

WHOLE BODY INC

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States

Custodian VALLEY NATIONAL BANK MORRISTOWN, New Jersey, United States Related to adviser: No

Marketer INNOVATIVE CAPITAL SOLUTIONS LLC SOMERS, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WEAVER AND TIDWELL, LLP
PCAOB 410

VALLEY NATIONAL BANK
LEI KI0VI4JRMCIJ329YTN75

Fund details & source

Fund ID: 805-9868814068
Reported beneficial owners: 93
Minimum commitment: $250K
Form D file number: 021-52989

Form ADV 2133268 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INNOVATIVE DEVELOPMENT FUNDS LLC INFRA II SERIESPrivate Equity Fund · Last reported Sep 17, 2026$29.1MGross asset value

Form D fundraising filings

Innovative Development Funds LLC - Infra II

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States

Custodian VALLEY NATIONAL BANK MORRISTOWN, New Jersey, United States Related to adviser: No

Marketer INNOVATIVE CAPITAL SOLUTIONS LLC SOMERS, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WEAVER AND TIDWELL, LLP
PCAOB 410

VALLEY NATIONAL BANK
LEI KI0VI4JRMCIJ329YTN75

Fund details & source

Fund ID: 805-1545227006
Reported beneficial owners: 42
Minimum commitment: $250K
Form D file number: 021-571055

Form ADV 2133268 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INNOVATIVE ENERGY FUND GPPrivate Equity Fund · Last reported Sep 17, 2026$13.4MGross asset value

Form D fundraising filings

Innovative Energy Fund

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States

Custodian VALLEY NATIONAL BANK MORRISTOWN, New Jersey, United States Related to adviser: No

Marketer INNOVATIVE CAPITAL SOLUTIONS LLC SOMERS, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WEAVER AND TIDWELL, LLP
PCAOB 410

VALLEY NATIONAL BANK
LEI KI0VI4JRMCIJ329YTN75

Fund details & source

Fund ID: 805-5924684645
Reported beneficial owners: 12
Minimum commitment: $250K
Form D file number: 021-565346

Form ADV 2133268 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INFRA A SEGREGATED PORTFOLIO OF INNOVATIVE DEVELOPMENT FUNDS SPC LTDOther Private Fund · Last reported Sep 17, 2026$12.9MGross asset value

Form D fundraising filings

Infra A Segregated Portfolio of Innovative Development Funds SPC Ltd

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States

Custodian VALLEY NATIONAL BANK MORRISTOWN, New Jersey, United States Related to adviser: No

Marketer INNOVATIVE CAPITAL SOLUTIONS LLC SOMERS, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WEAVER AND TIDWELL, LLP
PCAOB 410

VALLEY NATIONAL BANK
LEI KI0VI4JRMCIJ329YTN75

Fund details & source

Fund ID: 805-3227786821
Reported beneficial owners: 52
Minimum commitment: $250K
Form D file number: 021-544265

Form ADV 2133268 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INNOVATIVE DEVELOPMENT FUNDS LLC INFRA I SERIESPrivate Equity Fund · Last reported Sep 17, 2026$11.7MGross asset value

Form D fundraising filings

Innovative Development Funds LLC - Infra

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States

Custodian VALLEY NATIONAL BANK MORRISTOWN, New Jersey, United States Related to adviser: No

Marketer INNOVATIVE CAPITAL SOLUTIONS LLC SOMERS, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WEAVER AND TIDWELL, LLP
PCAOB 410

VALLEY NATIONAL BANK
LEI KI0VI4JRMCIJ329YTN75

Fund details & source

Fund ID: 805-9707627395
Reported beneficial owners: 4
Minimum commitment: $250K
Form D file number: 021-529893

Form ADV 2133268 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INNOVATIVE DEVELOPMENT FUND LLC BEVCOVenture Capital Fund · Last reported Sep 17, 2026$5.17MGross asset value

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States

Custodian VALLEY NATIONAL BANK MORRISTOWN, New Jersey, United States Related to adviser: No

Marketer INNOVATIVE CAPITAL SOLUTIONS LLC SOMERS, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WEAVER AND TIDWELL, LLP
PCAOB 410

VALLEY NATIONAL BANK
LEI KI0VI4JRMCIJ329YTN75

Fund details & source

Fund ID: 805-9739018497
Reported beneficial owners: 13
Minimum commitment: $250K

Form ADV 2133268 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INNOVATIVE ENERGY FUND II GPPrivate Equity Fund · Last reported Sep 17, 2026$5.09MGross asset value

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, LLP NEW YORK, New York, United States

Custodian VALLEY NATIONAL BANK MORRISTOWN, New Jersey, United States Related to adviser: No

Marketer INNOVATIVE CAPITAL SOLUTIONS LLC SOMERS, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WEAVER AND TIDWELL, LLP
PCAOB 410

VALLEY NATIONAL BANK
LEI KI0VI4JRMCIJ329YTN75

Fund details & source

Fund ID: 805-1189070814
Reported beneficial owners: 15
Minimum commitment: $250K

Form ADV 2133268 · Sep 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 17, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

361 ROUTE 202
SOMERS, NY, 10589, United States

CRD 324586

Filing source

Form ADV 2133268 · Sep 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.