Inovo Wealth Architects
Firm details
- Headquarters
- Union, New Jersey
- CRD number
- 340777
- Registered since
- July 23, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Inovo Wealth Architects is a newly formed corporate registered investment adviser that registered with the SEC in 2026. The firm is owned by an individual and is classified as an unclassified adviser in the FINTRX snapshot. It bills clients via a percentage-of-AUM schedule and by fixed fees, and it identifies itself as a capital allocator. Core business lines include insurance brokerage plus advisory services such as financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
Contacts
2 of 2
Anthony Calabrese
Senior Vice PresidentCRD 4395416
Luis Dacosta
Senior Vice President and Director of WealthCRD 4401176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Union, NJ
Union
Location
Union, NJ
Headquartered in Union, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Union
- Address
- 1020 Galloping Hill Rd
- Time zone
- ET (UTC-5)
- Office locations
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