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Innovia Wealth, LLC CRD 289913
$3.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-27 |
| AZ | RA | APPROVED | 2023-05-10 |
| FL | RA | APPROVED | 2023-05-04 |
| CO | RA | APPROVED | 2023-03-06 |
| IN | RA | APPROVED | 2023-03-06 |
| MN | RA | APPROVED | 2023-03-06 |
| OH | RA | APPROVED | 2023-03-06 |
| MI | RA | APPROVED | 2022-04-28 |
Branch Locations
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Group, Ltd | Grand Rapids | MI | 02/2005 | 03/2021 |
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 03/2021 | 04/2022 |
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 04/2022 | 02/2023 |
| Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) | Grand Rapids | MI | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-24 |
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