Andrew Jensen Boatright

Employer firm

Innovia Wealth, LLC CRD 289913

$3.29B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Pension consulting
BUSINESS AND TAX CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Innovia Wealth, Llc

171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-10-10
OH	RA	APPROVED	2024-01-08
CO	RA	APPROVED	2023-11-27
AZ	RA	APPROVED	2023-05-03
FL	RA	APPROVED	2023-04-24
CA	RA	APPROVED	2023-03-06
IL	RA	APPROVED	2023-03-06
MN	RA	APPROVED	2023-03-06
WI	RA	APPROVED	2023-03-06
MI	RA	APPROVED	2020-01-04

TX RA
APPROVED

Since 2024-10-10
OH RA
APPROVED

Since 2024-01-08
CO RA
APPROVED

Since 2023-11-27
AZ RA
APPROVED

Since 2023-05-03
FL RA
APPROVED

Since 2023-04-24
CA RA
APPROVED

Since 2023-03-06
IL RA
APPROVED

Since 2023-03-06
MN RA
APPROVED

Since 2023-03-06
WI RA
APPROVED

Since 2023-03-06
MI RA
APPROVED

Since 2020-01-04

Branch Locations

171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Grand Rapids	MI	09/2018	01/2020
Davenport University	Grand Rapids	MI	09/2014	04/2019
Merrill Lynch, Pierce, Fenner & Smith Inc	Grand Rapids	MI	06/2017	08/2017
Merrill Lynch, Pierce, Fenner & Smith Inc.	Grand Rapids	MI	06/2018	08/2018
Bank Of America, N.A.	Grand Rapids	MI	09/2019	01/2020
Strategies Wealth Advisors, Llc	Grand Rapids	MI	01/2020	02/2023
Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc)	Grand Rapids	MI	02/2023	Present

09/2018 → 01/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grand Rapids, MI
09/2014 → 04/2019

Davenport University

Grand Rapids, MI
06/2017 → 08/2017

Merrill Lynch, Pierce, Fenner & Smith Inc

Grand Rapids, MI
06/2018 → 08/2018

Merrill Lynch, Pierce, Fenner & Smith Inc.

Grand Rapids, MI
09/2019 → 01/2020

Bank Of America, N.A.

Grand Rapids, MI
01/2020 → 02/2023

Strategies Wealth Advisors, Llc

Grand Rapids, MI
02/2023 → Present

Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc)

Grand Rapids, MI

Previous Registrations

2019-09-30 → 2020-01-17

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Grand Rapids, MI

Other Businesses

the name of the other business: Davenport University whether the business is investment-related; no the address of the other business; 6191 Kraft Ave SE, Grand Rapids, MI 4951 the nature of the other business; Private University your position; Finance Department Advisory Board Member title, or relationship with the other business; Alumni the start date of your relationship; 11/29/2022 the approximate number of hours/month you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Be an advisory resource for the Davenport University finance department faculty and students to help them meet their goals and objectives. The board meets 3 times a year at the end of each school semester.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-27

S66 Uniform Combined State Law Examination

2019-09-27

Designations

Certified Financial Planner

Other Names

Drew Jensen Boatright
Andrew Boatright

View on SEC IAPD