Data / Investment advisers / Michigan / Innovia Wealth, LLC
Innovia Wealth, LLC, Grand Rapids, MI: $3.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Innovia Wealth, LLC is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $3.3 billion in regulatory assets under management in its Form ADV filed July 20, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 2 private funds.
The request: Watch Innovia Wealth, LLC (CRD number 289913): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 289913
- SEC file number
- 801-112177
- SEC status
- Approved, effective December 15, 2017
- Legal name
- Strategies Wealth Advisors, LLC
- Main office
- 171 Monroe Ave. NW Suite 800, Grand Rapids, MI 49503
- Phone
- (616) 719-5007
- Regulatory AUM
- $3,288,459,087 in the Form ADV filed July 20, 2026
- Discretionary AUM
- $3,123,428,414
- Non discretionary AUM
- $165,030,673
- Accounts
- 3,978
- Employees
- 31, of which 17 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 2: 1 private equity fund, 1 other private fund
- Gross assets of private funds
- $50,389,223
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 359 | $2.51 billion |
| Pension and profit sharing plans | 64 | $453.9 million |
| Individuals (other than high net worth individuals) | 368 | $303.8 million |
| Corporations or other businesses | 12 | $23.5 million |
| Charitable organizations | 1 | $856,690 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.29 billion | March 31, 2026 |
| December 1, 2025 | $2.43 billion | August 28, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oa Private Capital | Grand Rapids | $22.95 billion | 28 | adviserinfo.sec.gov |
| Red Cedar Investment Management | Grand Rapids | $3.33 billion | 1 | adviserinfo.sec.gov |
| NPF Investment Advisors | Grand Rapids | $2.69 billion | Not listed | adviserinfo.sec.gov |
| Midwest Capital Advisors, LLC | Grand Rapids | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Centennial Securities Company Inc | Grand Rapids | $1.34 billion | Not listed | adviserinfo.sec.gov |
| Fiduciary Financial Advisors | Grand Rapids | $1.33 billion | 2 | adviserinfo.sec.gov |
| Financial Advisory Corporation | Grand Rapids | $1.10 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Innovia Wealth, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.