Debinder Deshmukh
Investment adviser representative at Innovative Private Wealth Management Inc.
8 yearsExperience
1 stateRegistered in
$367MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Innovative Private Wealth Management Inc.Aug 2023 to now
- Kingswood Capital Partners, LLCMay 2023 to Aug 2023
- Kingswood Wealth Advisors LLCJan 2022 to Aug 2023
- Benchmark Investments IncApr 2021 to Aug 2023
- Benchmark Advisory Services LLCApr 2021 to Jan 2022
- Ameriprise Financial Services, Inc.Aug 2015 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Innovative Private Wealth Management Inc.
$367MAssets managed
417Clients
12Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5203309
- Firm CRD
- 324586