GRAND RAPIDS, MICRD 289913Latest ADV April 2, 2026
Innovia Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated April 2, 2026, reports $3.3B in regulatory assets under management, 31 employees, 2 offices, and 3,978 accounts.
Assets Under Management
$3.3B
Employees
31
Offices
2 offices
Total Clients
804
Primary office
GRAND RAPIDS, MI
171 MONROE AVE. NW, SUITE 800, GRAND RAPIDS, MI, United States
Top client segmentIndividuals represent 45.8% of total clients.
Top client categories% of clientsClients
1
Individuals
45.8%
368
2
HNWI
44.7%
359
3
Pension Plans
8.0%
64
4
Corporations
1.5%
12
5
Charitable
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.3Bas of April 2, 2026
Discretionary95.0%
$3.1B
95% of total RAUM95.0%
Non-discretionary5.0%
$165M
5% of total RAUM5.0%
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$3.3B
Total Accounts3,978
10Y AUM Change+$3.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee26:1
10Y Employee Change+27 (+675.0%)
* 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.