Wealth Manager
    SEC Registered
    Manages Private Funds

    Innovia Wealth, LLC

    Registered investment advisor · Grand Rapids, Michigan · CRD #289913

    Assets Under Management
    $3.3B
    Client Accounts
    3,978
    Employees
    31
    CRD Number
    289913
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Innovia Wealth, LLC

    Innovia Wealth, founded in 2017, is an investment advisory firm in Grand Rapids, offering financial planning, retirement planning, and active portfolio management. The firm also engages in private equity and provides tax-aware strategies for high-net-worth individuals and families.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Innovia Wealth, LLC

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    Frequently Asked Questions

    What is Innovia Wealth, LLC's AUM?

    Innovia Wealth, LLC reports approximately $3.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Innovia Wealth, LLC headquartered?

    Innovia Wealth, LLC is headquartered in Grand Rapids, Michigan.

    What is Innovia Wealth, LLC's CRD number?

    Innovia Wealth, LLC's CRD number is 289913. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Innovia Wealth, LLC manage?

    Innovia Wealth, LLC manages approximately 3,978 client accounts according to its latest SEC filing.

    Is Innovia Wealth, LLC SEC registered?

    Yes, Innovia Wealth, LLC is registered with the SEC as an investment adviser with an approved registration status.

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