Innova Wealth Partners, LLC

Innova Wealth Partners, LLC (CRD# 168500) is a financial advisory firm headquartered in Newtown, PA. They manage $178,390,019 in 1,085 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
12 Terry Drive, Suite 203, Newtown, PA 18940
http://www.facebook.com/innovawealthpartners
By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    1,085
    ACCOUNTS
  • Average Account Value
    $164,415
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MA, MD, NJ, NY, PA, TX

Financial Advisors at Innova Wealth Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William Bromley, financial advisor Newtown PA
William H. Bromley
CRD#: 4881804
12 Terry Drive, Suite 203, Newtown, PA 18940

William Bromley (CRD# 4881804) is an Investment Advisor Representative working at Innova Wealth Partners, LLC in Newtown, PA and has over 19 years of experience in the finance industry.

2
Ian Foster, financial advisor Newtown PA
Ian A. Foster
CRD#: 6119064
12 Terry Drive, Suite 203, Newtown, PA 18940

Ian Foster (CRD# 6119064) is an Investment Advisor Representative working at Innova Wealth Partners, LLC in Newtown, PA and has over 11 years of experience in the finance industry.

3
Jonathan Inzero, financial advisor Newtown PA
Jonathan Inzero
CRD#: 6089944
12 Terry Drive, Suite 203, Newtown, PA 18940

Jonathan Inzero (CRD# 6089944) is an Investment Advisor Representative working at Innova Wealth Partners, LLC in Newtown, PA and has over 11 years of experience in the finance industry.

4
Stephen Schmidt, financial advisor Newtown PA
Stephen D. Schmidt
CRD#: 4451342
12 Terry Drive, Suite 203, Newtown, PA 18940

Stephen Schmidt (CRD# 4451342) is an Investment Advisor Representative working at Innova Wealth Partners, LLC in Newtown, PA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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