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INNOVIA WEALTH, LLC

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

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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

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

Firm CRD#:

289913

SEC#:

801-112177

No. of Clients:

3183

Assets under Management

$2,232,574,455

No. of Advisors:

26

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