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
Michael Berkemeier (CRD# 4437147) 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.
Mark Ghafari (CRD# 6583090) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 8 years of experience in the finance industry.
Douglas Kadison (CRD# 5561409) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 10 years of experience in the finance industry.
George Pantlind (CRD# 5098846) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 18 years of experience in the finance industry.
Alex Timmer (CRD# 6742156) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 5 years of experience in the finance industry.
John Vande Guchte (CRD# 6648717) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 7 years of experience in the finance industry.
Aaron Veldheer (CRD# 5808367) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 9 years of experience in the finance industry.
Isaiah Bleiler (CRD# 6614905) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.
Andrew Boatright (CRD# 6809791) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry.
Andrea Command (CRD# 7861570) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.