INNOVA WEALTH PARTNERS, LLC
Firm details
- Headquarters
- NEWTOWN, Pennsylvania
- CRD number
- 168500
- Registered since
- January 8, 2020
- Website
- myinnovawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.57%
- Individuals22.6%
- Pension & Profit Sharing Plans3.06%
- Corporations / Businesses0.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Innova Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator that can source third‑party managers. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars; pension consulting services are also listed among its offerings. Fees are charged as a percentage of assets under management and via fixed fees. The firm is not classified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities17%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Contacts
3 of 6KYLE BRUNER
Client Service AssociateCRD 8096035
WILLIAM BROMLEY
Principal and Co-FounderCRD 4881804
JONATHAN INZERO
Financial Advisor and PlannerCRD 6089944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 111Active vs passive
$227M in ETFs
79%
$179M
16%
$47.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $26.3M | 318,143 | 11.59% |
Location
NEWTOWN, PA
BUCKS
Location
NEWTOWN, PA
Headquartered in NEWTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 12 Terry Dr
- Time zone
- ET (UTC-5)
- Office locations
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