Innova Wealth, LLC

Innova Wealth, LLC (CRD# 173900) is a financial advisory firm headquartered in Houston, TX. They manage $8,500,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $236,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Innova Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Larry F. McCrary
CRD#: 4673758
2950 North Loop West, Suite 1200, Houston, TX 77092
93
Wealthminder
score

Larry McCrary (CRD# 4673758) is an Investment Advisor Representative working at Innova Wealth, LLC in Houston, TX and has over 13 years of experience in the finance industry.

2
Charles A. Roe
CRD#: 4117735
2950 North Loop West, Suite 1200, Houston, TX 77092
93
Wealthminder
score

Charles Roe (CRD# 4117735) is an Investment Advisor Representative working at Innova Wealth, LLC in Houston, TX and has over 11 years of experience in the finance industry.

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