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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 | 2024-01-18 |
| FL | RA | APPROVED | 2023-11-27 |
| AZ | RA | APPROVED | 2023-11-22 |
| AL | RA | APPROVED | 2023-10-06 |
| CA | RA | APPROVED | 2023-10-06 |
| CO | RA | APPROVED | 2023-10-06 |
| IL | RA | APPROVED | 2023-10-06 |
| LA | RA | APPROVED | 2023-10-06 |
| MI | RA | APPROVED | 2023-10-06 |
| MN | RA | APPROVED | 2023-10-06 |
| OR | RA | APPROVED | 2023-10-06 |
| VA | RA | APPROVED | 2023-10-06 |
| WA | RA | APPROVED | 2023-10-06 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Grand Rapids | MI | 05/2006 | 10/2023 |
| Bank Of America, Na | Grand Rapids | MI | 12/2009 | 10/2023 |
| Innovia Wealth, Llc | Grand Rapids | MI | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-24 |
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