Innovia Wealth, LLC
Registered investment adviser · Grand Rapids, MI · CRD #289913
Form ADV data as of 2026-09-01Regulatory assets
$3.29 billion
Total accounts
3,978
Employees
31
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/innovia-wealth/
- Telephone: 616-719-5007
- SEC file number: 801-112177
- Most recent Form ADV filing: 2026-07-20
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $3.12 billion |
| Non-discretionary regulatory assets under management | $165.0 million |
| Total regulatory assets under management | $3.29 billion |
| Discretionary accounts | 3,940 |
| Non-discretionary accounts | 38 |
| Total accounts | 3,978 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 31 |
| Employees performing investment advisory functions (including research) | 17 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 17 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 3 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | No |
| Client funds and securities held in the firm's custody | $1.41 billion |
| Clients for whom the firm has custody | 448 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 4 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 368 | $303.8 million |
| High net worth individuals | 359 | $2.51 billion |
| Pension and profit sharing plans (not the participants or government plans) | 64 | $453.9 million |
| Charitable organizations | 1 | $856,690 |
| Corporations or other businesses not listed above | 12 | $23.5 million |