Sunil Handa
Innovative Private Wealth Management · Somers, New York
Sunil Handa is a fee-only financial advisor at Innovative Private Wealth Management in Somers, New York. Innovative Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Innovative Private Wealth Management |
|---|---|
| Based in | Somers, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $367.0M across 711 accounts |
| SEC registration | Investment adviser representative in SC · CRD 5729305 |
| Exams passed | Series 66 (2010) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.innovativecapsolutions.com |
How Sunil's firm compares
- Innovative Private Wealth Management's average account is about $516,000, from its Form ADV (assets managed divided by 711 accounts).
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Questions about Sunil
Is Sunil Handa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sunil holds no broker registration, and Innovative Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sunil charge for financial advice?
Sunil's firm, Innovative Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sunil Handa based?
Sunil Handa is based in Somers, New York.
Is Sunil Handa registered with the SEC?
Yes. Sunil Handa is registered as an investment adviser representative in SC (CRD 5729305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Innovative Private Wealth Management manage?
Innovative Private Wealth Management reports $367.0M across 711 accounts in assets under management.
How do I contact Sunil Handa?
Through Sunil's website, www.innovativecapsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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