INNOVIA WEALTH, LLC - Financial Advisor in Michigan, Grand Rapids

Tel: 616-719-5007 171 Monroe Ave. Nw Suite 800 Grand Rapids, Michigan 49503

About INNOVIA WEALTH, LLC

INNOVIA WEALTH, LLC is a Grand Rapids, Michigan based financial advisory firm with nearly $2,232,574,455 in assets under management and provides investment advisory services for 3183 clients. There are currently 26 financial advisors at the firm.

General Information

Firm CRD#:

289913

Firm SEC#:

801-112177

Assets Under Management:

$2,232,574,455

No. of Clients:

3183

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (BUSINESS AND TAX CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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282516

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$20,209,044,347

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104683

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2599

$2,354,512,728

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170939

801-79728

$1,628,447,738

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7763

801-106623

3513

$1,071,810,373

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891

$947,304,066

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$913,274,779

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