Innovia Wealth, LLC
Innovia Wealth, LLC (CRD# 289913) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $2,044,701,792 in 3,002 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management2,045MILLION
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Total Number of Accounts3,002ACCOUNTS
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Average Account Value$681,113
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, OH, OR, PA, TX, VA, WA, WI
Katherine Ford (CRD# 7113292) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.
Micah Kinde (CRD# 7826138) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.
Connor McDevitt (CRD# 6164057) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 11 years of experience in the finance industry.
Peter Ross (CRD# 7368359) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 3 years of experience in the finance industry.
Zachary Terpstra (CRD# 7297235) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.
Meghan Vanderlugt (CRD# 4541445) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 21 years of experience in the finance industry.
Jacob Watson (CRD# 4809079) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 19 years of experience in the finance industry.