Wealth manager, independent · Grand Rapids, MI
Innovia Wealth, LLC
Strategies Wealth Advisors, LLC · SEC-registered investment adviser · CRD 289913 · SEC 801-112177
At a glance
Innovia Wealth, LLC is an SEC-registered investment adviser based in Grand Rapids, Michigan, with $3.3B in regulatory assets under management as of its Form ADV filed July 20, 2026. It reports 727 individual clients, 359 of them high-net-worth, holding an average of about $3.9 million each, and 31 employees. That ranks it 324th among the nation’s 5,657 independent wealth management RIAs and 10th of 178 in Michigan. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 616-719-5007innoviawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.3B
- Rank among independent wealth managers
- #324 of 5,657
- Rank among all SEC RIAs
- #2,677 of 17,210
- Rank in Michigan
- #10 of 178
- Individual clients
- 727
- High-net-worth clients
- 359
- Accounts
- 3,978
- Discretionary
- 95% of AUM
- Employees
- 31
- Advisory staff
- 17
- Offices
- 3
Owners and executives on its Form ADV
- Michael T. BerkemeierManaging Director
- Aaron J VeldheerManaging Director/cco
- John E. Vande GuchtePartner
- Mark G. GhafariPartner
Custody and brokerage
Broker-dealer
No broker-dealer ties
Innovia Wealth, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 359 | $2.5B | 76% |
| Pension and profit sharing plans | 64 | $454M | 14% |
| Individuals | 368 | $304M | 9% |
| Corporations or other businesses | 12 | $24M | <1% |
| Charitable organizations | 1 | $1M | <1% |
Private funds
Innovia Wealth, LLC reports 2 private funds with $50M in gross assets: private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Innovia Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗innoviawealth.com ↗
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The full record on Innovia Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 1,237 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Michigan
All of Michigan →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Advisory Alpha, LLCHolland | $4.4B | 8,799 |
| Azimuth Capital ManagementBloomfield Hills | $4.0B | 381 |
| Corecap AdvisorsSouthfield | $4.0B | 9,671 |
| Retirement Income Solutions, Inc.ANN Arbor | $3.0B | 1,265 |
| Regal Investment Advisors LLCKentwood | $2.9B | 8,220 |
| NPF Investment AdvisorsGrand Rapids | $2.7B | 938 |
Background
Questions
How much does Innovia Wealth, LLC manage?
Innovia Wealth, LLC reports $3.3B in regulatory assets under management across 3,978 accounts, 95% of it on a discretionary basis, on its Form ADV filed July 20, 2026.
How many clients does Innovia Wealth, LLC have?
It reports 727 individual clients: 359 high-net-worth individuals and 368 other individuals. Individuals account for about 85% of its regulatory assets.
Where is Innovia Wealth, LLC headquartered?
Its main office is in Grand Rapids, Michigan. It reports 3 offices in total and 31 employees, 17 of whom perform investment advisory functions.
How does Innovia Wealth, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Innovia Wealth, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed July 20, 2026, it reports these amounts held: Fidelity ($2.2B); Charles Schwab ($794M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Innovia Wealth, LLC a hybrid RIA with a broker-dealer?
Innovia Wealth, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Innovia Wealth, LLC a fiduciary?
As an SEC-registered investment adviser, Innovia Wealth, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Innovia Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →