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INNOVIA WEALTH, LLC
171 Monroe Ave. Nw
Suite 800
Grand Rapids, Michigan 49503
Tel: 616-719-5007
About INNOVIA WEALTH, LLC
INNOVIA WEALTH, LLC, formally registered with the SEC as INNOVIA WEALTH, LLC. The firm was established in 12/15/2017. They have over 2 offices throughout the country.
INNOVIA WEALTH, LLC is a Grand Rapids, Michigan based Financial Planning firm with nearly $1,414,389,628 assets under management, offering retirement planning & investment advisory services to 2289 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289913 |
| SEC# | 801-112177 |
| Assets Managed by Firm | $1,414,389,628 |
| No. of Clients | 2289 |
| No. of Advisors | 23 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2289 | $1,414,389,628 |
| Individuals (other than high net worth individuals) | 177 | $39,526,423 |
| High net worth individuals | 321 | $1,317,139,478 |
| Pension and profit sharing plans | 3 | $33,706,581 |
| Corporations or other businesses | 14 | $24,017,146 |
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