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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-06 |
| LA | RA | APPROVED | 2024-05-17 |
| CA | RA | APPROVED | 2024-05-01 |
| IL | RA | APPROVED | 2024-05-01 |
| OR | RA | APPROVED | 2024-05-01 |
| PA | RA | APPROVED | 2024-05-01 |
| VA | RA | APPROVED | 2024-05-01 |
| WA | RA | APPROVED | 2024-05-01 |
| WI | RA | APPROVED | 2024-05-01 |
| MN | RA | APPROVED | 2023-11-27 |
| TX | RA | APPROVED | 2023-11-27 |
| AZ | RA | APPROVED | 2023-05-03 |
| FL | RA | APPROVED | 2023-04-24 |
| CO | RA | APPROVED | 2023-03-06 |
| IN | RA | APPROVED | 2023-03-06 |
| OH | RA | APPROVED | 2023-03-06 |
| MI | RA | APPROVED | 2022-10-17 |
Branch Locations
255 E Brown Street Suite 100, Birmingham, MI 48009 • United States
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 |
|---|---|---|---|---|
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 10/2022 | 02/2023 |
| Simplified Investments | Grand Rapids | MI | 06/2021 | 06/2022 |
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 06/2022 | 02/2023 |
| Spendmend | Grand Rapids | MI | 10/2017 | 06/2021 |
| Huntington National Bank | Grand Rapids | MI | 04/2017 | 10/2017 |
| Grand Valley State Univsersity | Allendale | MI | 11/2013 | 04/2017 |
| Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) | Grand Rapids | MI | 02/2023 | 11/2025 |
| Innovia Wealth, Llc | Birmingham | MI | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-24 |
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