Investment adviser · CRD 106110

INNOVEST PORTFOLIO SOLUTIONS LLC

Investment adviser filing (IA)

DENVER, CO, United States · Form ADV filed Apr 1, 2026

Employees: 63
Advisory professionals: 30

Not available in this filing: Regulatory AUM, Client accounts.

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
Individuals	14	$0	Not reported
High-net-worth individuals	178	$0	Not reported
Banks & thrifts	Fewer than 5	$0	Not reported
Retirement plans	87	$0	Not reported
Charities	106	$0	Not reported
Government entities	82	$0	Not reported
Other investment advisers	Fewer than 5	$0	Not reported
Insurance companies	Fewer than 5	$0	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	$0	Not reported
Corporations & businesses	Fewer than 5	$0	Not reported
Other clients	Fewer than 5	$0	Not reported

Filing source

Form ADV 2090088 · Apr 1, 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

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 1, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7979 E. TUFTS AVE., SUITE 1700
DENVER, CO, 80237, United States

CRD 106110

Filing source

Form ADV 2090088 · Apr 1, 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.