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INNOVA WEALTH PARTNERS, LLC

NEWTOWN, PA · CRD 168500 · IAPD ↗ · myinnovawealth.com · (888) 270-1574

$288.2MRegulatory AUM
6Advisory reps
6Employees
5Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — INNOVA WEALTH PARTNERS, LLC notice-filed in DE, MI, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2026 — INNOVA WEALTH PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2026 — INNOVA WEALTH PARTNERS, LLC reported RAUM up 26% ($228.2M -> $288.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2026 — INNOVA WEALTH PARTNERS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
March 2025 — INNOVA WEALTH PARTNERS, LLC reported RAUM up 28% ($178.4M -> $228.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.