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INNOVIA WEALTH, LLC

GRAND RAPIDS, MI · CRD 289913 · IAPD ↗ · 616-719-5007

$3.29BRegulatory AUM
17Advisory reps
31Employees
0Clients
More than 500Planning clients
2Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — INNOVIA WEALTH, LLC notice-filed in NY, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — INNOVIA WEALTH, LLC reported RAUM up 35% ($2.43B -> $3.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
January 2026 — INNOVIA WEALTH, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
October 2024 — INNOVIA WEALTH, LLC now reports custody of client assets ($1.11B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2024 — INNOVIA WEALTH, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — INNOVIA WEALTH, LLC reported RAUM up 45% ($1.41B -> $2.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — INNOVIA WEALTH, LLC grew from 13 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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