Paul Dominic Pizzuti

Employer firm

Innovative Private Wealth Management Inc. CRD 324586

$367M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 10/2023
  Valic Financial Advisors, Inc.
  Greensboro, NC
• 12/2022 → 10/2023
  Agia
  Houston, TX
• 10/2023 → Present
  Innovative Private Wealth Management Inc.
  Greenville, SC
• 11/2024 → Present
  Innovative Family Office Llc
  Greenville, SC

Previous Registrations

• 2024-11-15 → 2026-08-26
  Innovative Family Office Llc
  Somers, NY
  Greenville, SC
• 2014-07-01 → 2023-11-15
  Valic Financial Advisors, Inc.
  Greensboro, NC
  Charleston, SC
  Columbia, SC
  Columbia, SC

Other Businesses

1.) Independent Insurance Agent; Investment Related; Greenville, SC; Approx. 10 hours per month with 0 hours during securities trading hours; Non-Securities Insurance Products. ~2.) Reedy Wealth LLC; Not Investment Related; 7 South Antigo Court, Greer, SC 29650; Operating Company; Founder; Start Date 01/2024; 0 hours/month. ~3.) Arma Lucis, LLC, Not Investment Related, 7 South Antigo Court, Greer, SC 29650; Real Estate; Owner/Operator; Start Date 01/2024; 10 hours/month with 0 hours during securities trading hours; the LLC owns a rental home as of 09/2024. ~4.) INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.; Investment-Related; Somers, NY; RIA; IAR; Start Date: 11/2023; Approximately 125 hours/month devoted to this business with all hours/month during securities trading hours. ~5.) BROADSTREET FAMILY OFFICE LLC; Investment-Related; Somers, NY; RIA; IAR; Start Date: 11/2024; Approximately 15 hours/month devoted to this business with all hours/month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-21

Designations

• Certified Financial Planner