Overview
Assets Under Management: $228 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 122
Average Client Assets: $1 million
Frequently Asked Questions
INNOVA WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168500), INNOVA WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
INNOVA WEALTH PARTNERS, LLC is headquartered in NEWTOWN, PA.
INNOVA WEALTH PARTNERS, LLC serves 122 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, INNOVA WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
INNOVA WEALTH PARTNERS, LLC manages $228 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, INNOVA WEALTH PARTNERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.53
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,197
Discretionary Accounts: 1,194
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 168500
Last Filing Date: 2025-02-11 00:00:00
Website: https://myinnovawealth.com