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 entered SEC reporting in 2017 and serves both individual/family and institutional clients. The firm offers comprehensive advisory services including financial planning, portfolio management for individuals and pooled vehicles, and pension consulting, while also operating as an insurance broker and seller of other financial products. Its fee arrangements are flexible and include percentage-of-AUM fees, hourly and fixed fees, and performance-based structures. Innovia does not identify as an active ESG investor and is not classified as a multi-state adviser. The firm has been recognized in industry press, appearing on Citywire’s "50 Growers Across America" list in 2022 and on Forbes’ "America’s Top RIA Firms" list in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2AARON VELDHEER
Managing Director, Chief Investment OfficerCRD 5808367
Gregory Bosch
Chief Investment OfficerCRD 5236111
Contacts
3 of 15JOHN 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 118Active vs passive
$1.1B in ETFs
96%
$1.1B
2%
$43M
| 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 | $164M | 3,593,551 | 14.87% |
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
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