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Building 2INNOVA WEALTH PARTNERS, LLC

Map pinNEWTOWN, PA
Phone(888) 270-1574
NotebookSEC #801-117798
Total AUM
$288.2M
Employees
6
Clients
521

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 TERRY DRIVE
SUITE 203
NEWTOWN
PA 18940
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(888) 270-1574
Other Offices
2

ReceiptFinancials

Total AUM
$288.2M
Accounts
521
Discretionary
$284.3M
Accounts
519
Non-Discretionary
$3.9M
Accounts
2

ContactClients

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Individual Clients
371
AUM
$65.1M
HNW Individual Clients
137
AUM
$212M
Pension/Profit Sharing Plan Clients
9
AUM
$8.8M
Corporation or Business Clients
4
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLMAMDMINJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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