INNOVA WEALTH PARTNERS, LLC

12 Terry Drive
Suite 203
Newtown, Pennsylvania 18940
Tel: (888) 270-1574

About INNOVA WEALTH PARTNERS, LLC

INNOVA WEALTH PARTNERS, LLC, formally registered with the SEC as INNOVA WEALTH PARTNERS, LLC. The firm was established in 01/08/2020. They have over 3 offices throughout the country.

INNOVA WEALTH PARTNERS, LLC is a Newtown, Pennsylvania based Financial Planning firm with nearly $228,175,527 assets under management, offering retirement planning & investment advisory services to 1197 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168500
SEC#	801-117798
Assets Managed by Firm	$228,175,527
No. of Clients	1197
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1197	$228,175,527
Individuals (other than high net worth individuals)	365	$59,082,447
High net worth individuals	122	$156,368,939
Pension and profit sharing plans	9	$12,382,163
Corporations or other businesses	2	$341,978

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VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
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