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Home > Retirement Planners > michigan > grand rapids > INNOVIA WEALTH, LLC
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 $2,232,574,455 assets under management, offering retirement planning & investment advisory services to 3183 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289913 |
| SEC# | 801-112177 |
| Assets Managed by Firm | $2,232,574,455 |
| No. of Clients | 3183 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (BUSINESS AND TAX CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3183 | $2,232,574,455 |
| Individuals (other than high net worth individuals) | 249 | $105,184,958 |
| High net worth individuals | 412 | $2,036,042,479 |
| Pension and profit sharing plans | 4 | $62,567,386 |
| Charitable organizations | 1 | $779,764 |
| Corporations or other businesses | 14 | $27,999,868 |
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