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Financial Advisor
Pennsylvania
Newtown
INNOVA WEALTH PARTNERS, LLC

INNOVA WEALTH PARTNERS, LLC

Tel: (888) 270-1574 12 Terry Drive Suite 203 Newtown, Pennsylvania 18940

About INNOVA WEALTH PARTNERS, LLC

INNOVA WEALTH PARTNERS, LLC is a Newtown, Pennsylvania based financial advisory firm with nearly $228,175,527 in assets under management and provides investment advisory services for 1197 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

168500

Firm SEC#:

801-117798

Assets Under Management:

$228,175,527

No. of Clients:

1197

No. of Advisors:

4

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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