Innova Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown, PA. Its latest Form ADV filing, dated February 26, 2026, reports $288M in regulatory assets under management, 6 employees, 2 offices, and 521 accounts.
Assets Under Management
$288M
Employees
6
Offices
2 offices
Total Clients
521
Primary office
NEWTOWN, PA
12 TERRY DRIVE, SUITE 203, NEWTOWN, PA, United States
Top client segmentIndividuals represent 71.2% of total clients.
Top client categories% of clientsClients
1
Individuals
71.2%
371
2
HNWI
26.3%
137
3
Pension Plans
1.7%
9
4
Corporations
0.8%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$288Mas of February 26, 2026
Discretionary98.7%
$284M
99% of total RAUM98.7%
Non-discretionary1.3%
$4M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$288M
Total Accounts521
10Y AUM Change+$186M (+180.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee87:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.