Innovia Wealth, LLC
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 289913
- Registered since
- December 15, 2017
- Website
- innoviawealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI76.22%
- Pension & Profit Sharing Plans13.8%
- Individuals9.24%
- Corporations / Businesses0.72%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Innovia Wealth, LLC is an independent registered investment adviser that has been SEC-registered since 2017. The firm serves both individual/family and institutional clients and offers a mix of financial planning and portfolio management services, including management for pooled investment vehicles and pension consulting. Its business lines also include insurance brokerage and other financial product sales. Fee arrangements are varied: percentage-of-AUM, hourly, fixed fees and performance-based fees are all used. Innovia is not identified as an active ESG investor. The firm has been recognized in external outlets, appearing in Citywire’s 2022 list "50 Growers Across America" and in Forbes’ "America’s Top RIA Firms" in 2023.
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
- Exchange Traded Equities45%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents13%
- Private Funds9%
- State & Local Bonds5%
Owners & executives
2 of 2
Aaron Veldheer
Managing Director, Chief Investment OfficerCRD 5808367
Gregory Bosch
Chief Investment OfficerCRD 5236111
Contacts
3 of 16
John Vande Guchte
PartnerCRD 6648717
Andrea Command
Client Service AdvisorCRD 7861570
Isaiah Bleiler
Wealth AdvisorCRD 6614905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 128Active vs passive
$1.2B in ETFs
91%
$1.1B
6%
$116M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $172M | 3,413,848 | 13.77% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 171 Monroe Ave Nw
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Red Cedar Investment Management
RIAGrand Rapids, MI
NPF Investment Advisors
RIAGrand Rapids, MI
Midwest Capital Advisors, LLC
RIAGrand Rapids, MI
Fiduciary Financial Advisors
RIAGrand Rapids, MI
Financial Advisory Corporation
RIAGrand Rapids, MI
Lafleur & Godfrey Private Wealth Management
RIAGrand Rapids, MI