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INNOVIA WEALTH, LLC
STRATEGIES WEALTH ADVISORS, LLC
CRD 289913 · SEC 801-112177
171 MONROE AVE. NW, SUITE 800, GRAND RAPIDS, MI, 49503, United States
Phone
616-719-5007
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.29B
Discretionary AUM
$3.12B
Team
31 total employees; 17 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingBUSINESS AND TAX CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 368 | $303.8M |
| High net worth individuals | 359 | $2.51B |
| Pension/profit sharing plans | 64 | $453.9M |
| Charitable organizations | 1 | $857K |
| Corporations/business entities | 12 | $23.5M |
States served
AL, AZ, CA, CO, GA, IL, IN, LA, MI, MN, NY, OH, OR, PA, TN, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD