Financial ADVSR advisor directory · SEC adviser records
Innovia Wealth, LLC financial advisors
Every SEC-registered investment adviser representative at Innovia Wealth, LLC, by the state and city of the office they work from.
The short answer
14 registered advisors work at Innovia Wealth, LLC, in 1 state and 1 city; the most are in Grand Rapids, MI (14). 7 list the CFP designation and 0 are also registered broker representatives.
Search every Innovia Wealth, LLC advisor by name →Who joined and left Innovia Wealth, LLC →Innovia Wealth, LLC: assets, clients and custodians →
Cities with the most Innovia Wealth, LLC advisors
Innovia Wealth, LLC advisors by state
Questions
How many financial advisors does Innovia Wealth, LLC have?
14 investment adviser representatives are registered with Innovia Wealth, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 7 list the CFP designation and 0 are also registered as broker representatives.
Where does Innovia Wealth, LLC have the most advisors?
Grand Rapids, MI, with 14 registered advisors. By state, Michigan has the most, with 14.
How do I find a Innovia Wealth, LLC financial advisor near me?
Pick your state below, then your city, to see every Innovia Wealth, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Innovia Wealth, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →