Sunil Kumar Handa
Investment adviser representative at Innovative Private Wealth Management Inc.
17 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
17 years in the industry.
- Innovative Private Wealth Management Inc.Jun 2025 to now
- Innovative Family Office LLCJun 2025 to Aug 2026
- UnemployedJan 2025 to Jun 2025
- MML Investors Services, LLCJan 2010 to Dec 2024
- Massmutual Life Insurance CoApr 2009 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5729305
- Firm CRD
- 324586