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Debinder Deshmukh

Innovative Private Wealth Management INC.
18 Years of Experience
Delray Beach, FL
1 Disclosure
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Debinder Deshmukh is a registered investment advisor at Innovative Private Wealth Management INC., based in Delray Beach, FL, with 18 years of industry experience. Debinder operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 417 clients with $370M in assets under management.

Innovative Private Wealth Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
417 clients
Average Client Portfolio
$880K average
Assets Under Management
$367.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range up to 2.00% annually and are negotiable based on factors such as assets under management, range of investments, and complexity of circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Delray Beach, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2020
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Other Business Activities

Debinder is a silent partner in Excel Indian Foods, a restaurant, contributing only to the initial investment. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Innovative Private Wealth Management INC.
March 2026 - Present · 7 mos
Previous Registrations
Innovative Private Wealth Management INC.
September 2023 - December 2025 · 2 yrs 3 mos
Kingswood Capital Partners, LLCBroker
May 2023 - August 2023 · 3 mos
Kingswood Wealth Advisors, LLC
January 2022 - August 2023 · 1 yr 7 mos
Benchmark Advisory Services, LLC
April 2021 - January 2022 · 9 mos
Benchmark Investments, LLCBroker
April 2021 - June 2023 · 2 yrs 2 mos
Ameriprise Financial Services, LLC
September 2015 - April 2021 · 5 yrs 7 mos
Ameriprise Financial Services, LLCBroker
August 2015 - April 2021 · 5 yrs 8 mos
Jhs Capital Advisors, LLCBroker
February 2013 - August 2015 · 2 yrs 6 mos
Nsm Securities, INC.Broker
April 2010 - February 2013 · 2 yrs 10 mos
Nsm Securities, INC.Broker
April 2007 - July 2008 · 1 yr 3 mos
Aura Financial Services, INC.Broker
October 2006 - April 2007 · 6 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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