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INNOVIA WEALTH, LLC
GRAND RAPIDS, MI
616-719-5007
SEC #801-112177Total AUM
$3.3B
Employees
31Clients
804Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
171 MONROE AVE. NW
SUITE 800
GRAND RAPIDS
MI 49503
United States
SUITE 800
GRAND RAPIDS
MI 49503
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
616-719-5007
Other Offices
2
Financials
Total AUM
$3.3B
Accounts
3,978Discretionary
$3.1B
Accounts
3,940Non-Discretionary
$165M
Accounts
38
Clients
Individual Clients
368AUM
$303.8M
HNW Individual Clients
359AUM
$2.5B
Pension/Profit Sharing Plan Clients
64AUM
$453.9M
Charitable Organization Clients
1AUM
$856.7K
Corporation or Business Clients
12AUM
$23.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
BUSINESS AND TAX CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALAZCACOFLGAILINMIMNNYOHORPATNTXVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.