National Retirement Planning Experts

National Coverage
Local Professionals

INNOVA WEALTH PARTNERS, LLC

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

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#168500
SEC#801-117798
Assets Managed by Firm$228,175,527
No. of Clients1197
No. of Advisors4

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 ClientsAUM
Firm Total1197$228,175,527
Individuals (other than high net worth individuals)365$59,082,447
High net worth individuals122$156,368,939
Pension and profit sharing plans9$12,382,163
Corporations or other businesses2$341,978

More Retirement Planning firms in Newtown, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$7,909,760,294,676209980
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue
Pittsburgh, PA, 15222-3779
$501,645,588,24580101
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard
Malvern, PA, 19355
$432,749,681,046153262
VANGUARD ADVISERS, INC.
100 Vanguard Blvd
Malvern, PA, 19355
$333,066,527,2688044622107
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive
Oaks, PA, 19456
$194,796,322,01393301411

Explore More Retirement Advisors in Newtown, Pennsylvania