This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

INNOVEST PORTFOLIO SOLUTIONS LLC

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

6

Exams

S65

First exam

Apr 4, 2013

First registration

Apr 5, 2013

Dual registered

no

IAPD individual key

6022246

• Occurred

  Apr 2, 2025
  Advisor changed firm

  Steven Andrew Karsh left Ulrich Investment Consultants for Innovest Portfolio Solutions Llc (registered 2025-05-05)

  Form ADVobserved 3 days ago
• Occurred

  Oct 12, 2023
  Advisor changed firm

  Steven Andrew Karsh left Innovest Portfolio Solutions Llc for Ulrich Investment Consultants (registered 2023-09-18)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2d23197b-70e8-8a6a-c8cd-9e29c394974d

First observed

Apr 5, 2013

Last observed

Sep 14, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.