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INNOVA WEALTH PARTNERS, LLC
CRD 168500 · SEC 801-117798
12 TERRY DRIVE, SUITE 203, NEWTOWN, PA, 18940, United States
Phone
(888) 270-1574
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$288.2M
Discretionary AUM
$284.3M
Team
6 total employees; 6 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 371 | $65.1M |
| High net worth individuals | 137 | $212.0M |
| Pension/profit sharing plans | 9 | $8.8M |
| Corporations/business entities | 4 | $2.2M |
States served
CA, CO, DE, MD, MA, MI, NJ, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD