Every new New York business filing, every dayInnovative Private Wealth Management
Gloria A Thompson, Registered Agent
Innovative Private Wealth Management (IPWM) is a wealth management firm based in Somers, NY, offering financial advisory services. The website details stewardship, commitment to excellence, and a team-oriented approach, consistent with a small financial advisory practice. The LLC filing under 'Innovative Management Advisors Incorporated' suggests the formal corporate entity for this practice.
Filed January 22, 2025 · Manhattan, NY · New York County
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New York Department of State, Division of Corporations · Entity 7515038 · Retrieved May 17, 2026
About Innovative Private Wealth Management
Innovative Management Advisors Incorporated filed in New York on January 22, 2025, as a wealth management firm based in Manhattan. Owner Gloria A Thompson filed personally as the registered agent. Seven other entities share the same principal address. No annual report or EIN is on file yet. We estimate revenue between $1 million and $10 million and 6 to 25 employees.
- Domain registered 75 days after filing, indicating a post-filing web presence.
- Owner filed personally as registered agent, suggesting a hands-on operation.
- Seven entities share the same Manhattan address, raising questions about shared premises.
- Modern WordPress site with verified identity matching the filing.
- No annual report or EIN on file yet, typical for a newly formed entity.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.
One of 2,773 new businesses registered in Manhattan in January 2025, one of 38 financial services businesses.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Innovative Private Wealth Management registered?
Innovative Private Wealth Management was registered as Corp on January 22, 2025 in New York.
Where is Innovative Private Wealth Management located?
Innovative Private Wealth Management is based in Manhattan, NY, 10004, in New York County.
What type of business is Innovative Private Wealth Management?
Innovative Private Wealth Management is classified as a financial services business (wealth management).
Does Innovative Private Wealth Management have an EIN on file?
No EIN was found on file for Innovative Private Wealth Management at the time of registration.
Who Sells to This Business
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